SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 114 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |