SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 48 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,351 | +5.2% | 160 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $5,088 | +7.9% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,714 | -6.5% | 160 | 0.0% | 0.00% | -40.0% |
| Q3 2022 | $5,043 | -8.4% | 160 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $5,507 | -26.6% | 160 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $7,503 | -15.1% | 160 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $8,835 | – | 160 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 48,197 | $2,941,000 | 1.16% |
| Founders Capital Management | 20,200 | $1,233,000 | 0.88% |
| VALLEY NATIONAL ADVISERS INC | 30,809 | $1,880,000 | 0.37% |
| Systelligence, LLC | 19,160 | $1,169,000 | 0.33% |
| LEVEL FOUR FINANCIAL, LLC | 9,270 | $566,000 | 0.26% |
| PSI Advisors, LLC | 6,201 | $378,000 | 0.22% |
| NWAM LLC | 36,397 | $2,221,000 | 0.22% |
| RETIREMENT CAPITAL STRATEGIES | 7,953 | $485,000 | 0.19% |
| Garrett Wealth Advisory Group, LLC | 3,414 | $208,000 | 0.15% |
| Portfolio Strategies, Inc. | 11,184 | $682,000 | 0.14% |