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 ↓
American Research & Management Co. 106,834$4,648,0001.68%
Regal Investment Advisors LLC 87,246$3,796,0001.15%
Windsor Capital Management, LLC 40,301$1,754,0001.00%
Steinberg Global Asset Management 82,679$3,597,0000.82%
OPTIMUM INVESTMENT ADVISORS 21,255$925,0000.31%
Hillsdale Investment Management Inc. 12,500$544,0000.17%
SignalPoint Asset Management, LLC 8,138$354,0000.17%
NEXT Financial Group, Inc 19,008$827,0000.16%
HANCOCK WHITNEY CORP 75,999$3,307,0000.13%
HBK Sorce Advisory LLC 7,435$339,0000.12%
View complete list of SPDR SER TR shareholders