Castleview Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 107 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$179
-2.2%
80.0%0.00%
Q2 2023$183
-0.5%
80.0%0.00%
Q1 2023$184
+3.4%
80.0%0.00%
Q4 2022$17880.0%0.00%
Q3 2022$0
-100.0%
8
-99.1%
0.00%
-100.0%
Q2 2022$82,674,000911
+22675.0%
0.07%
Q1 2022$0
-100.0%
4
-96.2%
0.00%
Q4 2021$4,0001060.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
SAM Advisors, LLC 717,700$16,0337.06%
Sterling Financial Group, Inc. 406,879$9,089,6796.97%
Econ Financial Services Corp 264,143$5,900,9555.98%
Strategic Financial Planning, Inc. 207,499$4,635,5274.49%
Leicht Financial Planning & Wealth Management, Inc. 289,294$6,462,8284.33%
KWB Wealth 692,628$15,473,3162.94%
Systelligence, LLC 472,457$10,554,6892.75%
DT Investment Partners, LLC 925,535$20,676,4512.71%
Kohmann Bosshard Financial Services, LLC 536,583$11,987,2642.39%
Horizon Investment Services, LLC 133,901$2,991,3562.17%
View complete list of SPDR SER TR shareholders