Peterson Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 156 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Peterson Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$5,197,398
-6.8%
226,170
-9.4%
1.43%
-15.0%
Q4 2022$5,575,692
+0.8%
249,583
-1.6%
1.68%
-9.4%
Q3 2022$5,533,000
-10.0%
253,563
-7.4%
1.86%
-8.4%
Q2 2022$6,148,000273,8392.03%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Systelligence, LLC 197,301$4,836,0001.57%
Madden Advisory Services, Inc. 19,726$1,038,0001.08%
MA Private Wealth 137,958$3,381,0000.84%
Retirement Group, LLC 11,411$280,0000.17%
RFG Advisory, LLC 23,070$565,0000.09%
AlphaStar Capital Management, LLC 15,885$396,0000.08%
WRAPMANAGER INC 8,965$220,0000.08%
Institute for Wealth Management, LLC. 13,297$326,0000.08%
StrategIQ Financial Group, LLC 8,713$214,0000.06%
Capstone Financial Group, Inc. 1,941$48,0000.04%
View complete list of SPDR SER TR shareholders