SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q2 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 ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,450 | $3,065,000 | 0.60% |
| Better Money Decisions, LLC | 8,449 | $384,000 | 0.40% |
| VALLEY NATIONAL ADVISERS INC | 42,250 | $1,920,000 | 0.38% |
| RFG Advisory, LLC | 40,938 | $1,860,000 | 0.20% |
| 3D/L Capital Management, LLC | 9,490 | $431,000 | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,282 | $740,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 9,594 | $436,000 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 5,402 | $245,000 | 0.06% |
| RMR Wealth Builders | 2,977 | $135,000 | 0.04% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 930 | $42,000 | 0.02% |