SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | -60.0% | 190 | -53.1% | 0.00% | -66.7% |
| Q2 2023 | $15 | +15.4% | 405 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $13 | -13.3% | 405 | -8.2% | 0.00% | -33.3% |
| Q4 2022 | $15 | -99.9% | 441 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -97.7% | 441 | -97.5% | 0.00% | -97.6% |
| Q2 2022 | $602,000 | -36.6% | 17,998 | -22.6% | 0.13% | -30.2% |
| Q1 2022 | $949,000 | -58.5% | 23,254 | -53.7% | 0.18% | -56.8% |
| Q4 2021 | $2,284,000 | +1.7% | 50,242 | -2.3% | 0.42% | +3.7% |
| Q3 2021 | $2,245,000 | -0.8% | 51,408 | +8.6% | 0.41% | -1.7% |
| Q2 2021 | $2,264,000 | +17.9% | 47,337 | +12.0% | 0.41% | +10.1% |
| Q1 2021 | $1,920,000 | +56.5% | 42,250 | +45.0% | 0.38% | +45.9% |
| Q4 2020 | $1,227,000 | +121.5% | 29,142 | +70.4% | 0.26% | +102.4% |
| Q3 2020 | $554,000 | +42.8% | 17,107 | +31.9% | 0.13% | +42.7% |
| Q2 2020 | $388,000 | +68.0% | 12,972 | +29.9% | 0.09% | +39.1% |
| Q1 2020 | $231,000 | -26.7% | 9,989 | +3.8% | 0.06% | -19.0% |
| Q4 2019 | $315,000 | +37.6% | 9,622 | +25.5% | 0.08% | +25.4% |
| Q3 2019 | $229,000 | +94.1% | 7,668 | +82.3% | 0.06% | +85.3% |
| Q1 2019 | $118,000 | – | 4,206 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |