Marshall Financial Group LLC - SPDR SER TR ownership

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
Marshall Financial Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$261,895
+11.9%
11,723
+9.4%
0.10%
+3.0%
Q3 2022$234,000
-1.7%
10,713
+1.0%
0.10%
+4.2%
Q2 2022$238,000
-39.3%
10,604
-32.1%
0.10%
-40.6%
Q1 2022$392,000
-6.2%
15,621
-0.7%
0.16%
+3.9%
Q4 2021$418,000
-0.9%
15,735
-0.3%
0.15%
-29.4%
Q3 2021$422,000
-13.2%
15,778
-12.7%
0.22%
-17.1%
Q2 2021$486,000
-2.2%
18,063
-3.6%
0.26%
-11.4%
Q1 2021$497,000
-4.1%
18,734
-4.3%
0.30%
-12.1%
Q4 2020$518,00019,5740.34%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 11,053,400$247,817,22813.91%
SAM Advisors, LLC 537,297$12,046,2055.23%
Hilltop Partners LLC 510,611$11,447,9014.82%
Strategic Financial Planning, Inc. 225,424$5,054,0074.66%
Atlas Private Wealth Advisors 1,076,824$24,142,5244.56%
DT Investment Partners, LLC 1,092,066$24,484,1192.97%
Syntegra Private Wealth Group, LLC 768,465$17,228,9782.71%
Kohmann Bosshard Financial Services, LLC 666,453$14,941,8712.57%
Capital Analysts, LLC 1,714,239$38,4332.14%
Municipal Employees' Retirement System of Michigan 6,034,761$135,2991.88%
View complete list of SPDR SER TR shareholders