Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$38,952
+0.2%
1,737
+2.1%
0.00%0.0%
Q2 2023$38,881
+0.8%
1,702
+1.4%
0.00%
-33.3%
Q1 2023$38,563
+3.8%
1,678
+0.9%
0.00%0.0%
Q4 2022$37,152
+828.8%
1,663
+775.3%
0.00%
Q3 2022$4,0001900.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Systelligence, LLC 450,851$12,069,0003.21%
Horizon Investment Services, LLC 241,023$6,452,0003.18%
Aurora Private Wealth, Inc. 81,093$2,171,0000.88%
CEDAR CAPITAL, LLC 9,945$266,0000.48%
Advisor Resource Council 51,874$1,389,0000.42%
CAPITAL ADVISORS INC/OK 453,815$12,149,0000.36%
USAdvisors Wealth Management, LLC 30,736$823,0000.36%
FSB PREMIER WEALTH MANAGEMENT, INC. 20,625$552,0000.28%
MA Private Wealth 48,155$1,289,0000.25%
Madden Advisory Services, Inc. 12,631$338,0000.24%
View complete list of SPDR SER TR shareholders