SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 33 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,151,535 | -7.8% | 67,602 | +4.2% | 2.10% | -5.1% |
| Q2 2023 | $2,332,563 | +10.0% | 64,857 | +5.9% | 2.21% | +4.0% |
| Q1 2023 | $2,120,833 | +22.8% | 61,246 | +15.9% | 2.13% | +13.5% |
| Q4 2022 | $1,726,506 | -8.0% | 52,841 | -9.4% | 1.88% | -14.0% |
| Q3 2022 | $1,876,000 | +2.7% | 58,315 | +2.2% | 2.18% | +7.7% |
| Q2 2022 | $1,826,000 | -19.8% | 57,061 | +2.3% | 2.02% | +45.9% |
| Q1 2022 | $2,277,000 | +1.7% | 55,800 | +1.3% | 1.39% | -29.8% |
| Q4 2021 | $2,238,000 | – | 55,061 | – | 1.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 58,315 | $1,876,000 | 2.18% |
| WealthCare Investment Partners, LLC | 22,050 | $710,000 | 0.59% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 94,709 | $3,048,000 | 0.50% |
| Better Money Decisions, LLC | 8,517 | $274,000 | 0.27% |
| 3D/L Capital Management, LLC | 7,940 | $256,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 13,561 | $436,000 | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12,858 | $414,000 | 0.03% |
| Gladstone Institutional Advisory LLC | 9,198 | $296 | 0.02% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2,198 | $71,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 22,136 | $712,000 | 0.01% |