SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 204 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,351 | +3.1% | 232,838 | +0.2% | 0.02% | +10.0% |
| Q4 2022 | $5,192 | -98.7% | 232,423 | +1374.5% | 0.02% | +900.0% |
| Q1 2022 | $396,000 | -96.6% | 15,763 | -96.5% | 0.00% | -95.7% |
| Q4 2021 | $11,806,000 | +13.9% | 444,338 | +14.8% | 0.05% | +4.5% |
| Q3 2021 | $10,365,000 | +22.6% | 387,188 | +23.1% | 0.04% | +18.9% |
| Q2 2021 | $8,455,000 | +11.1% | 314,415 | +9.7% | 0.04% | 0.0% |
| Q1 2021 | $7,608,000 | – | 286,551 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAM Advisors, LLC | 717,700 | $16,033 | 7.06% |
| Sterling Financial Group, Inc. | 406,879 | $9,089,679 | 6.97% |
| Econ Financial Services Corp | 264,143 | $5,900,955 | 5.98% |
| Strategic Financial Planning, Inc. | 207,499 | $4,635,527 | 4.49% |
| Leicht Financial Planning & Wealth Management, Inc. | 289,294 | $6,462,828 | 4.33% |
| KWB Wealth | 692,628 | $15,473,316 | 2.94% |
| Systelligence, LLC | 472,457 | $10,554,689 | 2.75% |
| DT Investment Partners, LLC | 925,535 | $20,676,451 | 2.71% |
| Kohmann Bosshard Financial Services, LLC | 536,583 | $11,987,264 | 2.39% |
| Horizon Investment Services, LLC | 133,901 | $2,991,356 | 2.17% |