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 ↓ |
|---|---|---|---|
| Systelligence, LLC | 197,301 | $4,836,000 | 1.57% |
| Madden Advisory Services, Inc. | 19,726 | $1,038,000 | 1.08% |
| MA Private Wealth | 137,958 | $3,381,000 | 0.84% |
| Retirement Group, LLC | 11,411 | $280,000 | 0.17% |
| RFG Advisory, LLC | 23,070 | $565,000 | 0.09% |
| AlphaStar Capital Management, LLC | 15,885 | $396,000 | 0.08% |
| WRAPMANAGER INC | 8,965 | $220,000 | 0.08% |
| Institute for Wealth Management, LLC. | 13,297 | $326,000 | 0.08% |
| StrategIQ Financial Group, LLC | 8,713 | $214,000 | 0.06% |
| Capstone Financial Group, Inc. | 1,941 | $48,000 | 0.04% |