SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 69 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,120,886 | +11.2% | 49,995 | +13.3% | 0.01% | +9.1% |
| Q2 2023 | $1,007,846 | +11.2% | 44,126 | +11.9% | 0.01% | 0.0% |
| Q1 2023 | $906,224 | +2197.0% | 39,435 | +1.7% | 0.01% | +1000.0% |
| Q4 2022 | $39,453 | -94.8% | 38,768 | +11.8% | 0.00% | -91.7% |
| Q3 2022 | $757,000 | +53.5% | 34,688 | +58.0% | 0.01% | +50.0% |
| Q2 2022 | $493,000 | -2.0% | 21,953 | +9.5% | 0.01% | 0.0% |
| Q1 2022 | $503,000 | +20.0% | 20,040 | +27.0% | 0.01% | +33.3% |
| Q4 2021 | $419,000 | -2.3% | 15,785 | -1.4% | 0.01% | -45.5% |
| Q3 2021 | $429,000 | +0.7% | 16,010 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $426,000 | +59.6% | 15,860 | +57.7% | 0.01% | +37.5% |
| Q1 2021 | $267,000 | +12.2% | 10,060 | +12.1% | 0.01% | 0.0% |
| Q4 2020 | $238,000 | – | 8,975 | – | 0.01% | – |
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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% |