SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 98 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,252 | +27.5% | 34,980 | +29.9% | 0.47% | +27.9% |
| Q2 2023 | $615,158 | +18.2% | 26,933 | +15.6% | 0.37% | +7.0% |
| Q4 2022 | $520,569 | +7.6% | 23,302 | +5.0% | 0.34% | -0.3% |
| Q3 2022 | $484,000 | +16.6% | 22,189 | +20.0% | 0.34% | +26.1% |
| Q2 2022 | $415,000 | +44.1% | 18,485 | +70.5% | 0.27% | +72.2% |
| Q4 2021 | $288,000 | -37.5% | 10,839 | -41.0% | 0.16% | -40.6% |
| Q1 2021 | $461,000 | – | 18,364 | – | 0.27% | – |
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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% |