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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,895,000 | +49.6% | 84,551 | +52.6% | 0.00% | +100.0% |
| Q2 2023 | $1,267,000 | -78.3% | 55,411 | -78.8% | 0.00% | -84.6% |
| Q4 2022 | $5,844,000 | +711.7% | 261,738 | +854.9% | 0.01% | +116.7% |
| Q3 2017 | $720,000 | +30.2% | 27,409 | +20.1% | 0.01% | +200.0% |
| Q1 2016 | $553,000 | +7.8% | 22,824 | +3.0% | 0.00% | -66.7% |
| Q4 2015 | $513,000 | -28.8% | 22,156 | -25.8% | 0.01% | -40.0% |
| Q3 2015 | $721,000 | +8.7% | 29,865 | +15.7% | 0.01% | -9.1% |
| Q2 2015 | $663,000 | +1.7% | 25,817 | +4.8% | 0.01% | +10.0% |
| Q1 2015 | $652,000 | +0.8% | 24,645 | -0.9% | 0.01% | 0.0% |
| Q4 2014 | $647,000 | -8.4% | 24,870 | -7.6% | 0.01% | -16.7% |
| Q3 2014 | $706,000 | +233.0% | 26,925 | +237.8% | 0.01% | +200.0% |
| Q2 2014 | $212,000 | – | 7,970 | – | 0.00% | – |
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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% |