SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 25 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $326,000 | +17.3% | 13,297 | +8.0% | 0.08% | -7.0% |
| Q1 2020 | $278,000 | -15.0% | 12,311 | -0.9% | 0.09% | +16.2% |
| Q4 2019 | $327,000 | +9.0% | 12,422 | +8.4% | 0.07% | -2.6% |
| Q3 2019 | $300,000 | +9.1% | 11,455 | +9.1% | 0.08% | +24.6% |
| Q2 2019 | $275,000 | 0.0% | 10,501 | -0.7% | 0.06% | +1.7% |
| Q1 2019 | $275,000 | +5.8% | 10,580 | +0.4% | 0.06% | -43.9% |
| Q4 2018 | $260,000 | -0.8% | 10,535 | +1.0% | 0.11% | +21.6% |
| Q3 2018 | $262,000 | -3.7% | 10,430 | -3.2% | 0.09% | +1.1% |
| Q2 2018 | $272,000 | +0.4% | 10,778 | +0.6% | 0.09% | +8.8% |
| Q1 2018 | $271,000 | – | 10,717 | – | 0.08% | – |
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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% |