SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 36 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $789,481 | -14.0% | 24,806 | -2.8% | 0.09% | -14.8% |
| Q2 2023 | $917,706 | -73.3% | 25,517 | -74.3% | 0.11% | -75.9% |
| Q1 2023 | $3,432,210 | +12.6% | 99,116 | +6.3% | 0.45% | -0.2% |
| Q4 2022 | $3,047,793 | -0.0% | 93,280 | -1.5% | 0.45% | -9.6% |
| Q3 2022 | $3,048,000 | +4.2% | 94,709 | +3.7% | 0.50% | +3.8% |
| Q2 2022 | $2,925,000 | -11.2% | 91,372 | +13.2% | 0.48% | -4.2% |
| Q1 2022 | $3,293,000 | -2.2% | 80,691 | +8.9% | 0.50% | -1.2% |
| Q4 2021 | $3,367,000 | +9.2% | 74,070 | +4.9% | 0.51% | -0.6% |
| Q3 2021 | $3,083,000 | -3.2% | 70,605 | +6.0% | 0.51% | -7.6% |
| Q2 2021 | $3,185,000 | +3.9% | 66,605 | -1.3% | 0.55% | -7.8% |
| Q1 2021 | $3,065,000 | +6.2% | 67,450 | -1.6% | 0.60% | -2.9% |
| Q4 2020 | $2,886,000 | +29.9% | 68,531 | -0.2% | 0.62% | +12.4% |
| Q3 2020 | $2,222,000 | – | 68,641 | – | 0.55% | – |
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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% |