SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 156 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11,053,400 | $247,817,228 | 13.91% |
| SAM Advisors, LLC | 537,297 | $12,046,205 | 5.23% |
| Hilltop Partners LLC | 510,611 | $11,447,901 | 4.82% |
| Strategic Financial Planning, Inc. | 225,424 | $5,054,007 | 4.66% |
| Atlas Private Wealth Advisors | 1,076,824 | $24,142,524 | 4.56% |
| DT Investment Partners, LLC | 1,092,066 | $24,484,119 | 2.97% |
| Syntegra Private Wealth Group, LLC | 768,465 | $17,228,978 | 2.71% |
| Kohmann Bosshard Financial Services, LLC | 666,453 | $14,941,871 | 2.57% |
| Capital Analysts, LLC | 1,714,239 | $38,433 | 2.14% |
| Municipal Employees' Retirement System of Michigan | 6,034,761 | $135,299 | 1.88% |