SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 37 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,640 | -16.8% | 460 | -5.9% | 0.00% | – |
| Q2 2023 | $17,587 | +12.1% | 489 | +7.9% | 0.00% | – |
| Q1 2023 | $15,687 | +3.3% | 453 | -2.6% | 0.00% | – |
| Q4 2022 | $15,193 | +1.3% | 465 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -21.1% | 465 | -21.5% | 0.00% | – |
| Q2 2022 | $19,000 | -20.8% | 592 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | -11.1% | 592 | 0.0% | 0.00% | – |
| Q4 2021 | $27,000 | +3.8% | 592 | 0.0% | 0.00% | – |
| Q3 2021 | $26,000 | -7.1% | 592 | 0.0% | 0.00% | – |
| Q2 2021 | $28,000 | +21.7% | 592 | +17.9% | 0.00% | – |
| Q1 2021 | $23,000 | +43.8% | 502 | +29.7% | 0.00% | – |
| Q4 2020 | $16,000 | – | 387 | – | 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% |