SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 27 filers reported holding SPDR SER TR in Q1 2023. 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 | 61,246 | $2,120,833 | 2.13% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 99,116 | $3,432,210 | 0.45% |
| Better Money Decisions, LLC | 8,557 | $296,319 | 0.25% |
| WealthCare Investment Partners, LLC | 6,558 | $227,089 | 0.14% |
| 3D/L Capital Management, LLC | 7,217 | $249,923 | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12,048 | $417,199 | 0.03% |
| Gladstone Institutional Advisory LLC | 8,732 | $302,372 | 0.02% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1,833 | $63,473 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 55,509 | $1,922,171 | 0.00% |
| Capital Analysts, LLC | 1,988 | $69 | 0.00% |