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 139,537$3,148,0001.47%
Madden Advisory Services, Inc. 23,864$1,080,0000.75%
FLOW TRADERS U.S. LLC 515,363$11,627,0000.64%
KCS Wealth Advisory 21,899$494,0000.50%
MA Private Wealth 30,621$691,0000.20%
ACCURATE INVESTMENT SOLUTIONS, INC. 7,588$171,0000.14%
Aurora Private Wealth, Inc. 14,971$338,0000.12%
WRAPMANAGER INC 9,428$213,0000.10%
Institute for Wealth Management, LLC. 12,311$278,0000.09%
AlphaStar Capital Management, LLC 15,710$366,0000.09%
View complete list of SPDR SER TR shareholders