SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 52 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737,031 | +0.9% | 32,874 | +2.8% | 0.24% | +5.7% |
| Q2 2023 | $730,355 | -50.7% | 31,977 | -50.4% | 0.23% | -41.9% |
| Q1 2023 | $1,480,468 | +98.7% | 64,424 | +93.2% | 0.39% | +53.3% |
| Q4 2022 | $745,135 | +2.8% | 33,354 | +0.4% | 0.26% | +24.4% |
| Q3 2022 | $725,000 | -4.7% | 33,211 | -2.0% | 0.20% | +49.6% |
| Q2 2022 | $761,000 | -8.0% | 33,881 | +2.9% | 0.14% | -41.9% |
| Q1 2022 | $827,000 | +25.1% | 32,939 | +32.4% | 0.24% | +30.4% |
| Q4 2021 | $661,000 | -5.3% | 24,884 | -4.6% | 0.18% | -17.4% |
| Q3 2021 | $698,000 | +2.0% | 26,079 | +1.2% | 0.22% | -6.4% |
| Q1 2021 | $684,000 | +113.8% | 25,771 | +113.5% | 0.23% | +90.2% |
| Q4 2020 | $320,000 | – | 12,073 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11,053,400 | $247,817,228 | 13.91% |
| SAM Advisors, LLC | 537,297 | $12,046,205 | 5.23% |
| Hilltop Partners LLC | 510,611 | $11,447,901 | 4.82% |
| Strategic Financial Planning, Inc. | 225,424 | $5,054,007 | 4.66% |
| Atlas Private Wealth Advisors | 1,076,824 | $24,142,524 | 4.56% |
| DT Investment Partners, LLC | 1,092,066 | $24,484,119 | 2.97% |
| Syntegra Private Wealth Group, LLC | 768,465 | $17,228,978 | 2.71% |
| Kohmann Bosshard Financial Services, LLC | 666,453 | $14,941,871 | 2.57% |
| Capital Analysts, LLC | 1,714,239 | $38,433 | 2.14% |
| Municipal Employees' Retirement System of Michigan | 6,034,761 | $135,299 | 1.88% |