SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $867,000 | -10.2% | 26,947 | -10.7% | 0.00% | 0.0% |
| Q2 2022 | $966,000 | -30.2% | 30,159 | -11.0% | 0.00% | -20.0% |
| Q1 2022 | $1,383,000 | -67.0% | 33,898 | -63.3% | 0.01% | -61.5% |
| Q4 2021 | $4,196,000 | -18.8% | 92,310 | -22.0% | 0.01% | -27.8% |
| Q3 2021 | $5,170,000 | -6.3% | 118,397 | +2.6% | 0.02% | -5.3% |
| Q2 2021 | $5,518,000 | +166.7% | 115,390 | +153.4% | 0.02% | +137.5% |
| Q1 2021 | $2,069,000 | +125.9% | 45,534 | +109.4% | 0.01% | +166.7% |
| Q4 2020 | $916,000 | – | 21,748 | – | 0.00% | – |
Download | ||||||
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% |