SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44 | -8.3% | 1,430 | 0.0% | 0.00% | – |
| Q2 2023 | $48 | +6.7% | 1,430 | 0.0% | 0.00% | – |
| Q1 2023 | $45 | +7.1% | 1,430 | 0.0% | 0.00% | – |
| Q4 2022 | $42 | -99.9% | 1,430 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -8.2% | 1,430 | 0.0% | 0.00% | – |
| Q2 2022 | $49,000 | -26.9% | 1,430 | 0.0% | 0.00% | – |
| Q1 2022 | $67,000 | -57.6% | 1,430 | -50.0% | 0.00% | – |
| Q4 2021 | $158,000 | +85.9% | 2,860 | +83.0% | 0.00% | – |
| Q3 2021 | $85,000 | -4.5% | 1,563 | +9.3% | 0.00% | – |
| Q2 2021 | $89,000 | +2.3% | 1,430 | 0.0% | 0.00% | – |
| Q1 2021 | $87,000 | – | 1,430 | – | 0.00% | – |
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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% |