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 ↓ |
|---|---|---|---|
| CNO Financial Group, Inc. | 700,000 | $27,307,000 | 30.50% |
| PROTECTIVE LIFE CORP | 731,500 | $28,536,000 | 25.72% |
| PETERSON WEALTH MANAGEMENT | 162,766 | $6,349,000 | 4.26% |
| Tradewinds Capital Management, LLC | 523,201 | $20,411,000 | 3.31% |
| Barry Investment Advisors, LLC | 298,727 | $11,653,000 | 3.10% |
| Long Run Wealth Advisors, LLC | 150,656 | $5,865,000 | 2.05% |
| Golden Green, Inc. | 50,960 | $1,988,000 | 1.63% |
| Windsor Capital Management, LLC | 114,011 | $4,447,000 | 1.38% |
| Shulman DeMeo Asset Management LLC | 121,781 | $4,751,000 | 1.32% |
| Vickerman Investment Advisors, Inc. | 82,311 | $2,876,000 | 1.28% |