SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 82 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144,699 | -0.1% | 6,454 | +1.8% | 0.01% | -12.5% |
| Q2 2023 | $144,828 | +1475.6% | 6,341 | +1485.2% | 0.01% | +700.0% |
| Q1 2023 | $9,192 | +2.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,936 | -25.5% | 400 | -29.6% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 568 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 568 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 568 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 568 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | 0.0% | 568 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $15,000 | +7.1% | 568 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | – | 568 | – | 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% |