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 ↓ |
---|---|---|---|
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% |