SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 156 filers reported holding SPDR SER TR in Q4 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 ↓ |
|---|---|---|---|
| Systelligence, LLC | 1,292,290 | $32,436,000 | 7.00% |
| Redhawk Wealth Advisors, Inc. | 797,362 | $20,014,000 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 286,432 | $7,189,000 | 4.28% |
| Strategic Financial Planning, Inc. | 199,482 | $5,007,000 | 4.16% |
| Horizon Investment Services, LLC | 242,469 | $6,086,000 | 3.19% |
| Kohmann Bosshard Financial Services, LLC | 465,973 | $11,696,000 | 2.30% |
| Mid-American Wealth Advisory Group, Inc. | 103,605 | $2,600,000 | 2.03% |
| AIRE ADVISORS, LLC | 159,001 | $4,115,000 | 1.47% |
| Aurora Private Wealth, Inc. | 97,015 | $2,435,000 | 1.00% |
| Topel & Distasi Wealth Management, LLC | 88,831 | $2,230,000 | 0.93% |