SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 5 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,257 | +0.6% | 55,194 | +0.8% | 0.09% | -37.0% |
| Q2 2023 | $1,250 | -2.2% | 54,737 | -1.5% | 0.15% | -11.0% |
| Q1 2023 | $1,278 | -99.8% | 55,592 | +52.6% | 0.16% | +46.4% |
| Q4 2022 | $814,092 | +82.1% | 36,441 | +77.9% | 0.11% | +89.8% |
| Q3 2022 | $447,000 | -0.7% | 20,479 | +2.2% | 0.06% | +90.3% |
| Q2 2022 | $450,000 | – | 20,034 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 450,851 | $12,069,000 | 3.21% |
| Horizon Investment Services, LLC | 241,023 | $6,452,000 | 3.18% |
| Aurora Private Wealth, Inc. | 81,093 | $2,171,000 | 0.88% |
| CEDAR CAPITAL, LLC | 9,945 | $266,000 | 0.48% |
| Advisor Resource Council | 51,874 | $1,389,000 | 0.42% |
| CAPITAL ADVISORS INC/OK | 453,815 | $12,149,000 | 0.36% |
| USAdvisors Wealth Management, LLC | 30,736 | $823,000 | 0.36% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 20,625 | $552,000 | 0.28% |
| MA Private Wealth | 48,155 | $1,289,000 | 0.25% |
| Madden Advisory Services, Inc. | 12,631 | $338,000 | 0.24% |