SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,112 | -3.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,367 | -1.4% | 250 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $8,487 | +3.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,202 | -8.9% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | -9.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | -26.7% | 250 | -24.2% | 0.00% | -60.0% |
| Q4 2017 | $15,000 | 0.0% | 330 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 330 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,000 | – | 330 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 591,724 | $27,264,000 | 6.49% |
| Prospera Financial Services Inc | 437,196 | $20,144,000 | 4.16% |
| INVESTMENT PARTNERS, LTD. | 43,707 | $2,014,000 | 2.01% |
| Steinberg Global Asset Management | 174,436 | $8,037,000 | 1.40% |
| Transamerica Financial Advisors, Inc. | 290,805 | $13,400,000 | 1.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,971 | $1,750,000 | 0.82% |
| CWM, LLC | 189,245 | $8,720,000 | 0.64% |
| Regal Investment Advisors LLC | 46,873 | $2,160,000 | 0.59% |
| American Research & Management Co. | 28,325 | $1,305,000 | 0.50% |
| NEXT Financial Group, Inc | 32,835 | $1,512,000 | 0.48% |