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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,989,751 | +198.5% | 445,540 | +203.9% | 0.02% | +150.0% |
| Q2 2023 | $3,347,010 | +166.7% | 146,591 | +168.2% | 0.01% | +200.0% |
| Q1 2023 | $1,255,047 | +42.8% | 54,657 | +39.0% | 0.00% | 0.0% |
| Q4 2022 | $878,707 | +17.2% | 39,314 | +14.6% | 0.00% | 0.0% |
| Q3 2022 | $750,000 | -10.6% | 34,299 | -8.3% | 0.00% | 0.0% |
| Q2 2022 | $839,000 | +49.8% | 37,412 | +68.0% | 0.00% | +100.0% |
| Q1 2022 | $560,000 | -32.4% | 22,268 | -28.7% | 0.00% | -50.0% |
| Q4 2021 | $829,000 | +117.6% | 31,236 | +120.0% | 0.00% | +100.0% |
| Q3 2021 | $381,000 | +1.1% | 14,198 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $377,000 | +19.7% | 13,995 | +17.3% | 0.00% | 0.0% |
| Q1 2021 | $315,000 | +58.3% | 11,935 | +58.4% | 0.00% | 0.0% |
| Q4 2020 | $199,000 | +20.6% | 7,534 | +15.1% | 0.00% | – |
| Q3 2020 | $165,000 | +60.2% | 6,547 | +54.7% | 0.00% | – |
| Q2 2020 | $103,000 | -5.5% | 4,232 | -12.2% | 0.00% | – |
| Q1 2020 | $109,000 | – | 4,822 | – | 0.00% | – |
Download | ||||||
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% |