SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,947 | +9.5% | 14,755 | +12.9% | 0.05% | -25.8% |
| Q2 2023 | $437,286 | +109.2% | 13,065 | +117.6% | 0.06% | +82.4% |
| Q3 2022 | $209,000 | -15.7% | 6,005 | -13.3% | 0.03% | -10.5% |
| Q2 2022 | $248,000 | -6.8% | 6,930 | +1.6% | 0.04% | +5.6% |
| Q1 2022 | $266,000 | -7.0% | 6,820 | +2.2% | 0.04% | -2.7% |
| Q4 2021 | $286,000 | -1.4% | 6,675 | 0.0% | 0.04% | -7.5% |
| Q3 2021 | $290,000 | +3.9% | 6,675 | +5.8% | 0.04% | +5.3% |
| Q2 2021 | $279,000 | +1.8% | 6,310 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $274,000 | -2.1% | 6,310 | 0.0% | 0.04% | -9.3% |
| Q4 2020 | $280,000 | +2.2% | 6,310 | 0.0% | 0.04% | -6.5% |
| Q3 2020 | $274,000 | – | 6,310 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 591,724 | $27,264,000 | 6.49% |
| Prospera Financial Services Inc | 437,196 | $20,144,000 | 4.16% |
| INVESTMENT PARTNERS, LTD. | 43,707 | $2,014,000 | 2.01% |
| Steinberg Global Asset Management | 174,436 | $8,037,000 | 1.40% |
| Transamerica Financial Advisors, Inc. | 290,805 | $13,400,000 | 1.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,971 | $1,750,000 | 0.82% |
| CWM, LLC | 189,245 | $8,720,000 | 0.64% |
| Regal Investment Advisors LLC | 46,873 | $2,160,000 | 0.59% |
| American Research & Management Co. | 28,325 | $1,305,000 | 0.50% |
| NEXT Financial Group, Inc | 32,835 | $1,512,000 | 0.48% |