SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,311 | +41180.1% | 11,038 | -56.8% | 0.13% | -61.3% |
| Q1 2023 | $868 | -99.9% | 25,565 | -15.2% | 0.33% | -23.1% |
| Q3 2022 | $1,051,000 | -6.7% | 30,152 | -4.0% | 0.43% | -13.9% |
| Q2 2022 | $1,126,000 | -15.8% | 31,415 | -8.4% | 0.50% | -6.7% |
| Q1 2022 | $1,338,000 | -14.8% | 34,298 | -6.3% | 0.54% | -7.9% |
| Q4 2021 | $1,570,000 | – | 36,591 | – | 0.58% | – |
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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% |