SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 82 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $478,490 | +3.8% | 20,822 | +0.9% | 0.02% | -6.2% |
| Q4 2022 | $460,877 | -7.5% | 20,630 | -9.5% | 0.02% | -30.4% |
| Q3 2022 | $498,000 | -1.8% | 22,803 | +1.1% | 0.02% | -4.2% |
| Q2 2022 | $507,000 | -9.3% | 22,563 | +1.3% | 0.02% | 0.0% |
| Q1 2022 | $559,000 | -4.8% | 22,263 | +0.8% | 0.02% | +4.3% |
| Q4 2021 | $587,000 | +0.3% | 22,083 | +1.1% | 0.02% | -17.9% |
| Q3 2021 | $585,000 | -1.3% | 21,848 | -1.0% | 0.03% | -9.7% |
| Q2 2021 | $593,000 | +0.3% | 22,064 | -0.9% | 0.03% | -8.8% |
| Q1 2021 | $591,000 | -10.6% | 22,262 | -10.8% | 0.03% | -15.0% |
| Q4 2020 | $661,000 | -0.6% | 24,965 | -5.1% | 0.04% | -13.0% |
| Q3 2020 | $665,000 | – | 26,293 | – | 0.05% | – |
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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% |