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 | $337,852 | -53.7% | 15,069 | -50.1% | 0.02% | -6.2% |
| Q2 2023 | $728,986 | +848.4% | 30,176 | +900.2% | 0.02% | +433.3% |
| Q1 2023 | $76,863 | +55197.1% | 3,017 | -44.4% | 0.00% | -25.0% |
| Q4 2022 | $139 | -99.9% | 5,423 | +6.0% | 0.00% | +33.3% |
| Q3 2022 | $132,000 | +30.7% | 5,116 | +32.0% | 0.00% | 0.0% |
| Q2 2022 | $101,000 | -43.6% | 3,877 | -43.9% | 0.00% | +50.0% |
| Q1 2022 | $179,000 | – | 6,906 | +230100.0% | 0.00% | – |
| Q2 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 1,292,290 | $32,436,000 | 7.00% |
| Redhawk Wealth Advisors, Inc. | 797,362 | $20,014,000 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 286,432 | $7,189,000 | 4.28% |
| Strategic Financial Planning, Inc. | 199,482 | $5,007,000 | 4.16% |
| Horizon Investment Services, LLC | 242,469 | $6,086,000 | 3.19% |
| Kohmann Bosshard Financial Services, LLC | 465,973 | $11,696,000 | 2.30% |
| Mid-American Wealth Advisory Group, Inc. | 103,605 | $2,600,000 | 2.03% |
| AIRE ADVISORS, LLC | 159,001 | $4,115,000 | 1.47% |
| Aurora Private Wealth, Inc. | 97,015 | $2,435,000 | 1.00% |
| Topel & Distasi Wealth Management, LLC | 88,831 | $2,230,000 | 0.93% |