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 139,537$3,148,0001.47%
Madden Advisory Services, Inc. 23,864$1,080,0000.75%
FLOW TRADERS U.S. LLC 515,363$11,627,0000.64%
KCS Wealth Advisory 21,899$494,0000.50%
MA Private Wealth 30,621$691,0000.20%
ACCURATE INVESTMENT SOLUTIONS, INC. 7,588$171,0000.14%
Aurora Private Wealth, Inc. 14,971$338,0000.12%
WRAPMANAGER INC 9,428$213,0000.10%
Institute for Wealth Management, LLC. 12,311$278,0000.09%
AlphaStar Capital Management, LLC 15,710$366,0000.09%
View complete list of SPDR SER TR shareholders