SAM Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 204 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SAM Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12,046,205
-2.2%
537,297
-0.4%
5.23%
+2.1%
Q2 2023$12,321,567
-17.0%
539,473
-16.5%
5.12%
-23.1%
Q1 2023$14,852,906
+92539.6%
646,341
-9.9%
6.66%
-5.7%
Q4 2022$16,033
-99.9%
717,700
+9.6%
7.06%
+1.5%
Q3 2022$14,291,000654,6396.96%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
SAM Advisors, LLC 717,700$16,0337.06%
Sterling Financial Group, Inc. 406,879$9,089,6796.97%
Econ Financial Services Corp 264,143$5,900,9555.98%
Strategic Financial Planning, Inc. 207,499$4,635,5274.49%
Leicht Financial Planning & Wealth Management, Inc. 289,294$6,462,8284.33%
KWB Wealth 692,628$15,473,3162.94%
Systelligence, LLC 472,457$10,554,6892.75%
DT Investment Partners, LLC 925,535$20,676,4512.71%
Kohmann Bosshard Financial Services, LLC 536,583$11,987,2642.39%
Horizon Investment Services, LLC 133,901$2,991,3562.17%
View complete list of SPDR SER TR shareholders