SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 34 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,617 | -11.2% | 8,629 | +0.3% | 0.24% | -4.0% |
| Q2 2023 | $309,335 | +4.4% | 8,601 | +0.5% | 0.25% | +0.8% |
| Q1 2023 | $296,319 | +6.5% | 8,557 | +0.5% | 0.25% | +3.7% |
| Q4 2022 | $278,310 | +1.6% | 8,518 | +0.0% | 0.24% | -9.7% |
| Q3 2022 | $274,000 | +0.4% | 8,517 | +0.0% | 0.27% | +15.6% |
| Q2 2022 | $273,000 | -21.3% | 8,516 | +0.0% | 0.23% | -28.9% |
| Q1 2022 | $347,000 | -10.3% | 8,514 | 0.0% | 0.32% | -0.3% |
| Q4 2021 | $387,000 | +4.3% | 8,514 | +0.2% | 0.33% | +6.5% |
| Q3 2021 | $371,000 | -8.6% | 8,495 | +0.1% | 0.31% | -15.7% |
| Q2 2021 | $406,000 | +5.7% | 8,487 | +0.4% | 0.36% | -8.3% |
| Q1 2021 | $384,000 | – | 8,449 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |