SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 27 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |