SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,516,152 | -6.6% | 112,228 | -4.8% | 1.61% | -1.6% |
| Q2 2023 | $2,693,585 | +122.9% | 117,933 | +124.3% | 1.64% | +110.4% |
| Q1 2023 | $1,208,271 | +22.4% | 52,579 | +19.0% | 0.78% | +18.7% |
| Q4 2022 | $987,026 | +28.4% | 44,182 | +25.4% | 0.66% | +22.1% |
| Q3 2022 | $769,000 | – | 35,238 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 450,851 | $12,069,000 | 3.21% |
| Horizon Investment Services, LLC | 241,023 | $6,452,000 | 3.18% |
| Aurora Private Wealth, Inc. | 81,093 | $2,171,000 | 0.88% |
| CEDAR CAPITAL, LLC | 9,945 | $266,000 | 0.48% |
| Advisor Resource Council | 51,874 | $1,389,000 | 0.42% |
| CAPITAL ADVISORS INC/OK | 453,815 | $12,149,000 | 0.36% |
| USAdvisors Wealth Management, LLC | 30,736 | $823,000 | 0.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 20,625 | $552,000 | 0.28% |
| MA Private Wealth | 48,155 | $1,289,000 | 0.25% |
| Madden Advisory Services, Inc. | 12,631 | $338,000 | 0.24% |