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 | $1,780,891 | -3.5% | 54,874 | +2.9% | 0.09% | -4.3% |
| Q1 2023 | $1,845,754 | +9.6% | 53,302 | +3.9% | 0.09% | +19.2% |
| Q4 2022 | $1,684,491 | -6.6% | 51,325 | -0.8% | 0.08% | -27.8% |
| Q3 2022 | $1,804,000 | +2.3% | 51,764 | +5.2% | 0.11% | +5.9% |
| Q2 2022 | $1,764,000 | -14.9% | 49,199 | -7.5% | 0.10% | +34.2% |
| Q1 2022 | $2,074,000 | -2.9% | 53,168 | +6.7% | 0.08% | -2.6% |
| Q4 2021 | $2,137,000 | – | 49,810 | – | 0.08% | – |
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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% |