SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 52 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $250,538 | -20.7% | 10,902 | -22.9% | 0.15% | -27.2% |
| Q4 2022 | $315,941 | +2.6% | 14,142 | +0.2% | 0.20% | -6.0% |
| Q3 2022 | $308,000 | -16.3% | 14,108 | -13.9% | 0.22% | -10.8% |
| Q2 2022 | $368,000 | -69.3% | 16,394 | -65.6% | 0.24% | -65.1% |
| Q1 2022 | $1,197,000 | -35.8% | 47,683 | -32.1% | 0.69% | -31.2% |
| Q4 2021 | $1,865,000 | -3.4% | 70,204 | -2.2% | 1.00% | -27.2% |
| Q2 2021 | $1,931,000 | +0.9% | 71,797 | -0.4% | 1.38% | -10.7% |
| Q1 2021 | $1,914,000 | -7.2% | 72,101 | -6.7% | 1.54% | +65.4% |
| Q4 2020 | $2,062,000 | – | 77,257 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11,053,400 | $247,817,228 | 13.91% |
| SAM Advisors, LLC | 537,297 | $12,046,205 | 5.23% |
| Hilltop Partners LLC | 510,611 | $11,447,901 | 4.82% |
| Strategic Financial Planning, Inc. | 225,424 | $5,054,007 | 4.66% |
| Atlas Private Wealth Advisors | 1,076,824 | $24,142,524 | 4.56% |
| DT Investment Partners, LLC | 1,092,066 | $24,484,119 | 2.97% |
| Syntegra Private Wealth Group, LLC | 768,465 | $17,228,978 | 2.71% |
| Kohmann Bosshard Financial Services, LLC | 666,453 | $14,941,871 | 2.57% |
| Capital Analysts, LLC | 1,714,239 | $38,433 | 2.14% |
| Municipal Employees' Retirement System of Michigan | 6,034,761 | $135,299 | 1.88% |