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 2022 | $26,000 | -36.6% | 822 | -36.4% | 0.00% | -50.0% |
| Q2 2022 | $41,000 | -73.4% | 1,292 | -65.7% | 0.00% | -75.0% |
| Q1 2022 | $154,000 | -11.0% | 3,771 | -0.8% | 0.01% | -52.9% |
| Q4 2021 | $173,000 | +4.2% | 3,802 | 0.0% | 0.02% | +88.9% |
| Q3 2021 | $166,000 | -9.3% | 3,802 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $183,000 | +5.2% | 3,832 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $174,000 | +8.1% | 3,832 | -0.0% | 0.01% | -75.0% |
| Q4 2020 | $161,000 | +29.8% | 3,833 | -0.1% | 0.04% | +350.0% |
| Q3 2020 | $124,000 | +1027.3% | 3,836 | +909.5% | 0.01% | +700.0% |
| Q2 2020 | $11,000 | – | 380 | – | 0.00% | – |
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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% |