SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 107 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,434 | -4.6% | 24,105 | -2.8% | 0.01% | -16.7% |
| Q2 2023 | $566,432 | -1.7% | 24,800 | -1.1% | 0.01% | 0.0% |
| Q1 2023 | $575,982 | -6.0% | 25,065 | -8.6% | 0.01% | +20.0% |
| Q4 2022 | $612,630 | -99.8% | 27,423 | -14.4% | 0.01% | +25.0% |
| Q3 2022 | $350,350,000 | +106389.4% | 32,048 | +118.8% | 0.00% | +33.3% |
| Q2 2022 | $329,000 | -3.8% | 14,649 | +7.5% | 0.00% | -25.0% |
| Q1 2022 | $342,000 | +8.2% | 13,624 | +14.5% | 0.00% | +33.3% |
| Q4 2021 | $316,000 | -85.4% | 11,896 | -85.2% | 0.00% | -86.4% |
| Q3 2021 | $2,158,000 | +591.7% | 80,629 | +593.8% | 0.02% | +450.0% |
| Q2 2021 | $312,000 | -8.2% | 11,621 | -9.5% | 0.00% | 0.0% |
| Q4 2020 | $340,000 | – | 12,844 | – | 0.00% | – |
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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% |