SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 23 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $472,000 | -5.6% | 17,738 | -7.0% | 0.01% | -7.1% |
| Q1 2017 | $500,000 | +126.2% | 19,078 | +122.7% | 0.01% | +180.0% |
| Q2 2016 | $221,000 | -89.1% | 8,565 | -89.2% | 0.01% | -86.1% |
| Q2 2015 | $2,032,000 | -5.4% | 79,146 | -2.5% | 0.04% | -18.2% |
| Q1 2015 | $2,148,000 | +284.3% | 81,162 | +277.8% | 0.04% | +388.9% |
| Q4 2014 | $559,000 | -62.8% | 21,485 | -64.0% | 0.01% | -47.1% |
| Q4 2013 | $1,504,000 | +8.9% | 59,731 | +9.9% | 0.02% | -5.6% |
| Q3 2013 | $1,381,000 | – | 54,364 | – | 0.02% | – |
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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% |