SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 16 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,820,930 | +34.1% | 81,219 | +30.5% | 0.00% | – |
| Q3 2022 | $1,358,000 | -3.1% | 62,256 | +11.5% | 0.00% | – |
| Q1 2022 | $1,402,000 | -37.5% | 55,841 | -33.4% | 0.00% | – |
| Q3 2021 | $2,243,000 | +44.3% | 83,787 | +45.0% | 0.00% | – |
| Q2 2021 | $1,554,000 | +486.4% | 57,773 | +452.3% | 0.00% | – |
| Q3 2020 | $265,000 | -63.2% | 10,460 | -64.4% | 0.00% | – |
| Q2 2020 | $721,000 | -64.4% | 29,399 | -61.7% | 0.00% | -100.0% |
| Q4 2019 | $2,026,000 | +407.8% | 76,856 | +403.7% | 0.00% | – |
| Q3 2019 | $399,000 | +59.6% | 15,258 | +50.5% | 0.00% | – |
| Q4 2018 | $250,000 | -4.6% | 10,136 | -1.2% | 0.00% | – |
| Q3 2018 | $262,000 | -78.4% | 10,257 | -78.6% | 0.00% | -100.0% |
| Q2 2018 | $1,213,000 | +287.5% | 47,916 | +293.6% | 0.00% | – |
| Q1 2018 | $313,000 | -22.1% | 12,175 | -19.4% | 0.00% | – |
| Q2 2017 | $402,000 | -15.9% | 15,112 | -17.2% | 0.00% | – |
| Q1 2017 | $478,000 | -10.5% | 18,258 | -11.5% | 0.00% | -100.0% |
| Q4 2016 | $534,000 | -22.7% | 20,637 | -20.4% | 0.00% | 0.0% |
| Q3 2016 | $691,000 | +18.1% | 25,926 | +14.2% | 0.00% | 0.0% |
| Q2 2016 | $585,000 | – | 22,704 | – | 0.00% | – |
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% |