Freedom Investment Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 17 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,580,168
+512.5%
69,184
+587.4%
0.18%
+1261.5%
Q1 2018$258,000
-2.3%
10,064
+1.5%
0.01%0.0%
Q4 2017$264,000
+5.2%
9,920
+6.0%
0.01%
-7.1%
Q3 2017$251,000
-5.3%
9,356
-6.0%
0.01%
-6.7%
Q2 2017$265,000
-2.2%
9,949
-3.9%
0.02%
-6.2%
Q1 2017$271,000
-13.1%
10,356
-14.2%
0.02%
-20.0%
Q4 2016$312,000
-15.4%
12,067
-12.7%
0.02%
-16.7%
Q3 2016$369,000
-1.3%
13,830
-4.7%
0.02%
-4.0%
Q2 2016$374,000
-13.2%
14,517
-15.3%
0.02%
-19.4%
Q1 2016$431,000
-23.4%
17,143
-26.7%
0.03%
-27.9%
Q4 2015$563,000
-52.4%
23,376
-47.7%
0.04%
-66.9%
Q1 2015$1,183,000
-49.3%
44,704
-50.2%
0.13%
-57.1%
Q4 2014$2,332,000
+10.7%
89,701
+11.6%
0.30%
-18.5%
Q3 2014$2,106,000
+63.8%
80,364
+66.4%
0.37%
+72.2%
Q2 2014$1,286,000
+36.5%
48,288
+33.9%
0.22%
+7.5%
Q1 2014$942,000
-8.8%
36,057
-12.1%
0.20%
-21.8%
Q4 2013$1,033,000
-11.7%
41,007
-11.0%
0.26%
-23.1%
Q3 2013$1,170,00046,0660.33%
Other shareholders
SPDR SER TR shareholders Q4 2016
NameSharesValueWeighting ↓
SAM Advisors, LLC 717,700$16,0337.06%
Sterling Financial Group, Inc. 406,879$9,089,6796.97%
Econ Financial Services Corp 264,143$5,900,9555.98%
Strategic Financial Planning, Inc. 207,499$4,635,5274.49%
Leicht Financial Planning & Wealth Management, Inc. 289,294$6,462,8284.33%
KWB Wealth 692,628$15,473,3162.94%
Systelligence, LLC 472,457$10,554,6892.75%
DT Investment Partners, LLC 925,535$20,676,4512.71%
Kohmann Bosshard Financial Services, LLC 536,583$11,987,2642.39%
Horizon Investment Services, LLC 133,901$2,991,3562.17%
View complete list of SPDR SER TR shareholders