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 | $295,795 | -19.7% | 9,294 | -9.2% | 0.00% | – |
| Q2 2023 | $368,135 | -16.4% | 10,236 | -19.5% | 0.00% | – |
| Q1 2023 | $440,123 | +4.3% | 12,710 | -1.6% | 0.00% | – |
| Q4 2022 | $422,176 | +0.3% | 12,921 | -1.3% | 0.00% | – |
| Q3 2022 | $421,000 | +12.9% | 13,085 | +12.2% | 0.00% | – |
| Q2 2022 | $373,000 | +3.9% | 11,666 | +32.6% | 0.00% | – |
| Q1 2022 | $359,000 | – | 8,799 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 55,800 | $2,277,000 | 1.39% |
| WealthCare Investment Partners, LLC | 38,033 | $1,492,000 | 1.33% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80,691 | $3,293,000 | 0.50% |
| Better Money Decisions, LLC | 8,514 | $347,000 | 0.32% |
| VALLEY NATIONAL ADVISERS INC | 23,254 | $949,000 | 0.18% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14,915 | $609,000 | 0.17% |
| 3D/L Capital Management, LLC | 8,341 | $340,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 14,017 | $572,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 11,125 | $454 | 0.03% |
| Tower Research Capital LLC (TRC) | 25,224 | $1,029,000 | 0.01% |