SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 191 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,006,829 | -2.4% | 215,860 | +0.6% | 2.86% | +2.0% |
| Q2 2023 | $7,182,006 | +9.6% | 214,580 | +11.2% | 2.81% | +8.5% |
| Q1 2023 | $6,553,648 | +15.3% | 192,981 | +11.5% | 2.59% | +0.3% |
| Q4 2022 | $5,682,862 | +3.0% | 173,152 | +9.4% | 2.58% | -3.1% |
| Q3 2022 | $5,517,000 | +17.7% | 158,264 | +21.1% | 2.66% | +20.0% |
| Q2 2022 | $4,686,000 | +62.9% | 130,718 | +58.8% | 2.22% | +73.7% |
| Q1 2022 | $2,876,000 | -13.0% | 82,311 | +6.9% | 1.28% | -4.2% |
| Q4 2021 | $3,304,000 | -3.8% | 77,010 | -2.5% | 1.33% | -2.8% |
| Q3 2021 | $3,433,000 | – | 78,987 | – | 1.37% | – |
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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% |