SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 7 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829,649 | +8.8% | 25,560 | +7.4% | 0.53% | +5.2% |
| Q2 2023 | $762,712 | -9.0% | 23,788 | -3.6% | 0.50% | -5.3% |
| Q1 2023 | $838,236 | +7.3% | 24,683 | +3.7% | 0.53% | -2.0% |
| Q4 2022 | $781,238 | +1.1% | 23,804 | +7.4% | 0.54% | -7.1% |
| Q3 2022 | $773,000 | -5.3% | 22,165 | -2.6% | 0.58% | -1.7% |
| Q2 2022 | $816,000 | -7.6% | 22,766 | +0.6% | 0.59% | -1.2% |
| Q1 2022 | $883,000 | -10.5% | 22,625 | -1.7% | 0.60% | -6.1% |
| Q4 2021 | $987,000 | – | 23,009 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 591,724 | $27,264,000 | 6.49% |
| Prospera Financial Services Inc | 437,196 | $20,144,000 | 4.16% |
| INVESTMENT PARTNERS, LTD. | 43,707 | $2,014,000 | 2.01% |
| Steinberg Global Asset Management | 174,436 | $8,037,000 | 1.40% |
| Transamerica Financial Advisors, Inc. | 290,805 | $13,400,000 | 1.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,971 | $1,750,000 | 0.82% |
| CWM, LLC | 189,245 | $8,720,000 | 0.64% |
| Regal Investment Advisors LLC | 46,873 | $2,160,000 | 0.59% |
| American Research & Management Co. | 28,325 | $1,305,000 | 0.50% |
| NEXT Financial Group, Inc | 32,835 | $1,512,000 | 0.48% |