SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 165 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,859,831 | +28.5% | 172,160 | +30.9% | 0.35% | +28.4% |
| Q2 2023 | $3,003,001 | -11.7% | 131,480 | -11.2% | 0.27% | -14.5% |
| Q1 2023 | $3,401,490 | +1.2% | 148,020 | -1.6% | 0.32% | -7.6% |
| Q4 2022 | $3,360,572 | +268.1% | 150,428 | +259.4% | 0.34% | +236.3% |
| Q3 2022 | $913,000 | +404.4% | 41,854 | +418.9% | 0.10% | +436.8% |
| Q2 2022 | $181,000 | -20.6% | 8,066 | -11.1% | 0.02% | -9.5% |
| Q1 2022 | $228,000 | – | 9,076 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 197,301 | $4,836,000 | 1.57% |
| Madden Advisory Services, Inc. | 19,726 | $1,038,000 | 1.08% |
| MA Private Wealth | 137,958 | $3,381,000 | 0.84% |
| Retirement Group, LLC | 11,411 | $280,000 | 0.17% |
| RFG Advisory, LLC | 23,070 | $565,000 | 0.09% |
| AlphaStar Capital Management, LLC | 15,885 | $396,000 | 0.08% |
| WRAPMANAGER INC | 8,965 | $220,000 | 0.08% |
| Institute for Wealth Management, LLC. | 13,297 | $326,000 | 0.08% |
| StrategIQ Financial Group, LLC | 8,713 | $214,000 | 0.06% |
| Capstone Financial Group, Inc. | 1,941 | $48,000 | 0.04% |