SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $436,000 | +4.3% | 13,561 | +3.8% | 0.07% | +9.4% |
| Q2 2022 | $418,000 | -26.9% | 13,064 | -6.8% | 0.06% | -16.9% |
| Q1 2022 | $572,000 | -5.3% | 14,017 | +5.5% | 0.08% | -3.8% |
| Q4 2021 | $604,000 | +22.0% | 13,280 | +22.5% | 0.08% | +19.4% |
| Q3 2021 | $495,000 | +15.7% | 10,838 | +21.2% | 0.07% | +13.6% |
| Q2 2021 | $428,000 | -1.8% | 8,943 | -6.8% | 0.06% | -9.2% |
| Q1 2021 | $436,000 | – | 9,594 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 58,315 | $1,876,000 | 2.18% |
| WealthCare Investment Partners, LLC | 22,050 | $710,000 | 0.59% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 94,709 | $3,048,000 | 0.50% |
| Better Money Decisions, LLC | 8,517 | $274,000 | 0.27% |
| 3D/L Capital Management, LLC | 7,940 | $256,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 13,561 | $436,000 | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12,858 | $414,000 | 0.03% |
| Gladstone Institutional Advisory LLC | 9,198 | $296 | 0.02% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2,198 | $71,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 22,136 | $712,000 | 0.01% |