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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $240,000 | -8.7% | 10,692 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $263,000 | -7.1% | 10,692 | -0.3% | 0.01% | -9.1% |
| Q4 2021 | $283,000 | -8.1% | 10,720 | -7.3% | 0.01% | -15.4% |
| Q3 2021 | $308,000 | -1.6% | 11,567 | -0.6% | 0.01% | -13.3% |
| Q2 2021 | $313,000 | +4.7% | 11,632 | +3.4% | 0.02% | -11.8% |
| Q1 2021 | $299,000 | +6.8% | 11,247 | +6.7% | 0.02% | -5.6% |
| Q4 2020 | $280,000 | +7.3% | 10,540 | +1.4% | 0.02% | -68.4% |
| Q3 2020 | $261,000 | – | 10,392 | – | 0.06% | – |
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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% |