SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,506 | -2.1% | 9,032 | -0.3% | 0.01% | -9.1% |
| Q2 2023 | $206,834 | -13.2% | 9,055 | -12.7% | 0.01% | -26.7% |
| Q1 2023 | $238,384 | +3.4% | 10,374 | +0.5% | 0.02% | -6.2% |
| Q4 2022 | $230,508 | -31.4% | 10,318 | -33.1% | 0.02% | -38.5% |
| Q3 2022 | $336,000 | -2.6% | 15,412 | +0.2% | 0.03% | 0.0% |
| Q2 2022 | $345,000 | -8.5% | 15,386 | +2.4% | 0.03% | +8.3% |
| Q1 2022 | $377,000 | +46.7% | 15,029 | +55.3% | 0.02% | +60.0% |
| Q4 2021 | $257,000 | – | 9,678 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 450,851 | $12,069,000 | 3.21% |
| Horizon Investment Services, LLC | 241,023 | $6,452,000 | 3.18% |
| Aurora Private Wealth, Inc. | 81,093 | $2,171,000 | 0.88% |
| CEDAR CAPITAL, LLC | 9,945 | $266,000 | 0.48% |
| Advisor Resource Council | 51,874 | $1,389,000 | 0.42% |
| CAPITAL ADVISORS INC/OK | 453,815 | $12,149,000 | 0.36% |
| USAdvisors Wealth Management, LLC | 30,736 | $823,000 | 0.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 20,625 | $552,000 | 0.28% |
| MA Private Wealth | 48,155 | $1,289,000 | 0.25% |
| Madden Advisory Services, Inc. | 12,631 | $338,000 | 0.24% |