SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 114 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,381,160 | -0.1% | 61,604 | +1.7% | 0.23% | +2.2% |
| Q2 2023 | $1,382,922 | +2.9% | 60,548 | +3.5% | 0.22% | -6.3% |
| Q1 2023 | $1,344,014 | +7.0% | 58,486 | +4.0% | 0.24% | -1.2% |
| Q4 2022 | $1,256,597 | +21.4% | 56,249 | +18.5% | 0.24% | +11.0% |
| Q3 2022 | $1,035,000 | +46.4% | 47,452 | +50.6% | 0.22% | +45.3% |
| Q2 2022 | $707,000 | +103.2% | 31,508 | +127.6% | 0.15% | +130.8% |
| Q1 2022 | $348,000 | – | 13,845 | – | 0.06% | – |
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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% |