SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 185 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 50.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34 | +6.2% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $32 | -84.3% | 1 | -83.3% | 0.00% | – |
| Q1 2023 | $204 | +209.1% | 6 | +200.0% | 0.00% | – |
| Q4 2022 | $66 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -95.9% | 0.00% | – |
| Q2 2022 | $2,000 | -98.2% | 49 | -98.3% | 0.00% | – |
| Q1 2022 | $112,000 | +1500.0% | 2,879 | +1699.4% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 160 | +0.6% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 159 | +1.9% | 0.00% | – |
| Q2 2021 | $7,000 | +75.0% | 156 | +59.2% | 0.00% | – |
| Q1 2021 | $4,000 | -98.6% | 98 | -98.5% | 0.00% | – |
| Q4 2020 | $296,000 | +5820.0% | 6,655 | +5588.0% | 0.00% | – |
| Q3 2020 | $5,000 | – | 117 | +5750.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 2 | -98.7% | 0.00% | – |
| Q1 2020 | $6,000 | -87.8% | 149 | -86.7% | 0.00% | – |
| Q4 2019 | $49,000 | +48.5% | 1,122 | +48.6% | 0.00% | – |
| Q3 2019 | $33,000 | +10.0% | 755 | +8.2% | 0.00% | – |
| Q2 2019 | $30,000 | – | 698 | +34800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 241,913 | $10,313,000 | 9.07% |
| INVESTMENT PARTNERS, LTD. | 37,695 | $4,558,000 | 2.53% |
| Strategic Wealth Partners, Ltd. | 102,040 | $4,350,000 | 2.32% |
| NewSquare Capital LLC | 219,315 | $9,349,000 | 1.78% |
| Diligent Investors, LLC | 65,932 | $2,811,000 | 1.54% |
| Stonehearth Capital Management, LLC | 41,275 | $1,760,000 | 1.34% |
| SWS Partners | 38,807 | $1,654,000 | 1.05% |
| Allworth Financial LP | 436,769 | $18,619,000 | 0.84% |
| Windsor Capital Management, LLC | 35,354 | $1,507,000 | 0.68% |
| 1834 INVESTMENT ADVISORS CO | 82,522 | $3,518,000 | 0.51% |