PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$388,247
+0.5%
17,317
+2.3%
0.04%
+2.8%
Q2 2023$386,476
-0.6%
16,9210.0%0.04%
-5.3%
Q1 2023$388,845
+49.5%
16,921
+45.3%
0.04%
+46.2%
Q4 2022$260,082
+42.1%
11,642
+38.7%
0.03%
+30.0%
Q3 2022$183,0008,3950.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Systelligence, LLC 450,851$12,069,0003.21%
Horizon Investment Services, LLC 241,023$6,452,0003.18%
Aurora Private Wealth, Inc. 81,093$2,171,0000.88%
CEDAR CAPITAL, LLC 9,945$266,0000.48%
Advisor Resource Council 51,874$1,389,0000.42%
CAPITAL ADVISORS INC/OK 453,815$12,149,0000.36%
USAdvisors Wealth Management, LLC 30,736$823,0000.36%
FSB PREMIER WEALTH MANAGEMENT, INC. 20,625$552,0000.28%
MA Private Wealth 48,155$1,289,0000.25%
Madden Advisory Services, Inc. 12,631$338,0000.24%
View complete list of SPDR SER TR shareholders