SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 107 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,916,452 | +18.9% | 85,480 | +21.1% | 0.01% | +25.0% |
| Q2 2023 | $1,612,355 | +103388.8% | 70,593 | +4.2% | 0.00% | -20.0% |
| Q1 2023 | $1,558 | +266.6% | 67,779 | +256.3% | 0.01% | +400.0% |
| Q4 2022 | $425 | -99.9% | 19,024 | -28.0% | 0.00% | -50.0% |
| Q3 2022 | $577,000 | -2.2% | 26,423 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $590,000 | -66.4% | 26,264 | -62.5% | 0.00% | -71.4% |
| Q1 2022 | $1,756,000 | -77.0% | 69,957 | -75.7% | 0.01% | -78.1% |
| Q4 2021 | $7,646,000 | +0.9% | 287,781 | +1.7% | 0.03% | -20.0% |
| Q3 2021 | $7,576,000 | +83.3% | 282,992 | +84.1% | 0.04% | +53.8% |
| Q2 2021 | $4,133,000 | +9.9% | 153,701 | +8.5% | 0.03% | 0.0% |
| Q1 2021 | $3,760,000 | – | 141,612 | – | 0.03% | – |
Download | ||||||
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% |