SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 190 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 250.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,428 | -3.0% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $60,246 | -1.4% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $61,128 | +3.5% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $59,076 | -6.2% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $63,000 | -3.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $65,000 | -7.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -9.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | -1.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $78,000 | -91.2% | 1,800 | -91.0% | 0.00% | -87.5% |
| Q2 2021 | $884,000 | +1.7% | 20,000 | 0.0% | 0.01% | +33.3% |
| Q1 2021 | $869,000 | -67.4% | 20,000 | -66.7% | 0.01% | -57.1% |
| Q4 2020 | $2,665,000 | +22.6% | 60,000 | +20.0% | 0.01% | +27.3% |
| Q3 2020 | $2,174,000 | – | 50,000 | – | 0.01% | – |
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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% |