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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,206,578 | +155.4% | 54,770 | +164.8% | 0.06% | +165.2% |
| Q2 2023 | $472,352 | +440.7% | 20,681 | +437.7% | 0.02% | +360.0% |
| Q1 2023 | $87,353 | +59.6% | 3,846 | +57.0% | 0.01% | +25.0% |
| Q4 2022 | $54,732 | +7.3% | 2,450 | +7.9% | 0.00% | 0.0% |
| Q3 2022 | $51,000 | +628.6% | 2,270 | +656.7% | 0.00% | +300.0% |
| Q2 2022 | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | – | 300 | – | 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% |