Worth Asset Management, LLC - SPDR SER TR ownership

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
Worth Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$108,108
-4.4%
3,230
-3.0%
0.08%
-4.7%
Q1 2023$113,087
+3.5%
3,3300.0%0.09%
+13.2%
Q4 2022$109,291
-8.9%
3,330
-2.9%
0.08%
-13.6%
Q3 2022$120,000
-18.4%
3,430
-16.3%
0.09%
-12.9%
Q2 2022$147,000
+2.1%
4,1000.0%0.10%
+7.4%
Q1 2022$144,0004,1000.09%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders