SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 32 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,349 | -11.7% | 10,317 | -0.2% | 0.00% | – |
| Q2 2023 | $371,768 | +2.3% | 10,337 | -1.5% | 0.00% | – |
| Q1 2023 | $363,282 | +5.7% | 10,491 | -0.3% | 0.00% | – |
| Q4 2022 | $343,720 | -6.1% | 10,520 | -7.4% | 0.00% | – |
| Q3 2022 | $366,000 | -2.1% | 11,355 | -2.6% | 0.00% | – |
| Q2 2022 | $374,000 | -32.9% | 11,662 | -14.5% | 0.00% | – |
| Q1 2022 | $557,000 | -22.6% | 13,644 | -13.8% | 0.00% | – |
| Q4 2021 | $720,000 | -28.4% | 15,832 | -31.2% | 0.00% | – |
| Q3 2021 | $1,005,000 | -10.4% | 23,020 | -1.9% | 0.00% | – |
| Q2 2021 | $1,122,000 | +22.8% | 23,458 | +16.7% | 0.00% | – |
| Q1 2021 | $914,000 | +10.0% | 20,108 | +1.9% | 0.00% | – |
| Q4 2020 | $831,000 | +925.9% | 19,739 | +688.6% | 0.00% | – |
| Q3 2020 | $81,000 | +62.0% | 2,503 | +49.4% | 0.00% | – |
| Q2 2020 | $50,000 | +150.0% | 1,675 | +89.5% | 0.00% | – |
| Q1 2020 | $20,000 | -16.7% | 884 | +21.3% | 0.00% | – |
| Q4 2019 | $24,000 | 0.0% | 729 | -9.8% | 0.00% | – |
| Q3 2019 | $24,000 | -56.4% | 808 | -55.7% | 0.00% | – |
| Q2 2019 | $55,000 | -38.9% | 1,822 | -43.7% | 0.00% | – |
| Q1 2019 | $90,000 | +109.3% | 3,234 | +82.0% | 0.00% | – |
| Q4 2018 | $43,000 | -92.1% | 1,777 | -90.0% | 0.00% | – |
| Q3 2018 | $547,000 | +38.1% | 17,685 | +30.3% | 0.00% | – |
| Q2 2018 | $396,000 | +30.3% | 13,577 | +31.5% | 0.00% | – |
| Q1 2018 | $304,000 | – | 10,325 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 55,800 | $2,277,000 | 1.39% |
| WealthCare Investment Partners, LLC | 38,033 | $1,492,000 | 1.33% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80,691 | $3,293,000 | 0.50% |
| Better Money Decisions, LLC | 8,514 | $347,000 | 0.32% |
| VALLEY NATIONAL ADVISERS INC | 23,254 | $949,000 | 0.18% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14,915 | $609,000 | 0.17% |
| 3D/L Capital Management, LLC | 8,341 | $340,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 14,017 | $572,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 11,125 | $454 | 0.03% |
| Tower Research Capital LLC (TRC) | 25,224 | $1,029,000 | 0.01% |