SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 196 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,805,515 | +8.4% | 55,623 | +11.7% | 0.90% | +1.4% |
| Q2 2023 | $1,666,153 | +13.6% | 49,780 | +15.3% | 0.89% | +5.5% |
| Q1 2023 | $1,466,569 | +34.6% | 43,185 | +30.1% | 0.84% | +13.5% |
| Q4 2022 | $1,089,577 | +5.4% | 33,199 | +11.9% | 0.74% | -7.7% |
| Q3 2022 | $1,034,000 | +0.8% | 29,663 | +3.6% | 0.80% | +1.6% |
| Q2 2022 | $1,026,000 | +20.6% | 28,632 | +31.2% | 0.79% | +24.2% |
| Q1 2022 | $851,000 | +57.3% | 21,827 | +73.2% | 0.64% | +45.2% |
| Q4 2021 | $541,000 | – | 12,600 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |