SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,392 | -1.4% | 430 | 0.0% | 0.00% | – |
| Q1 2023 | $14,603 | +3.5% | 430 | 0.0% | 0.00% | – |
| Q4 2022 | $14,113 | -5.9% | 430 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | 0.0% | 430 | 0.0% | 0.00% | – |
| Q2 2022 | $15,000 | -11.8% | 430 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -74.6% | 430 | -72.5% | 0.00% | – |
| Q4 2021 | $67,000 | +252.6% | 1,564 | +263.7% | 0.00% | – |
| Q3 2021 | $19,000 | -66.7% | 430 | -66.4% | 0.00% | – |
| Q2 2021 | $57,000 | -1.7% | 1,280 | -3.8% | 0.00% | – |
| Q1 2021 | $58,000 | -1.7% | 1,330 | 0.0% | 0.00% | – |
| Q4 2020 | $59,000 | +5.4% | 1,330 | +3.9% | 0.00% | – |
| Q3 2020 | $56,000 | +55.6% | 1,280 | +50.6% | 0.00% | – |
| Q2 2020 | $36,000 | +9.1% | 850 | 0.0% | 0.00% | – |
| Q1 2020 | $33,000 | +266.7% | 850 | +325.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |