SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 15 filers reported holding SPDR SER TR in Q4 2020. 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 ↓ |
|---|---|---|---|
| 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% |