SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,333 | -5.7% | 18,710 | -2.7% | 0.26% | -2.6% |
| Q2 2023 | $643,781 | +4.4% | 19,235 | +5.9% | 0.27% | -4.9% |
| Q1 2023 | $616,769 | +23.0% | 18,162 | +18.9% | 0.29% | +14.9% |
| Q4 2022 | $501,352 | -4.3% | 15,276 | +1.5% | 0.25% | -6.4% |
| Q3 2022 | $524,000 | -19.1% | 15,057 | -16.8% | 0.27% | -11.3% |
| Q2 2022 | $648,000 | +44.0% | 18,087 | +56.6% | 0.30% | +67.6% |
| Q1 2022 | $450,000 | – | 11,553 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |