SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 165 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |