WFA of San Diego, LLC - SPDR SER TR ownership

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
WFA of San Diego, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$120,912
-15.0%
5,393
-13.4%
0.12%
-10.7%
Q2 2023$142,202
-9.3%
6,226
-11.2%
0.14%
+16.7%
Q4 2022$156,715
-2.7%
7,015
-2.4%
0.12%
-13.0%
Q2 2022$161,000
-9.6%
7,190
+7.2%
0.14%
+34.0%
Q4 2021$178,0006,7050.10%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Systelligence, LLC 450,851$12,069,0003.21%
Horizon Investment Services, LLC 241,023$6,452,0003.18%
Aurora Private Wealth, Inc. 81,093$2,171,0000.88%
CEDAR CAPITAL, LLC 9,945$266,0000.48%
Advisor Resource Council 51,874$1,389,0000.42%
CAPITAL ADVISORS INC/OK 453,815$12,149,0000.36%
USAdvisors Wealth Management, LLC 30,736$823,0000.36%
FSB PREMIER WEALTH MANAGEMENT, INC. 20,625$552,0000.28%
MA Private Wealth 48,155$1,289,0000.25%
Madden Advisory Services, Inc. 12,631$338,0000.24%
View complete list of SPDR SER TR shareholders