SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 204 filers reported holding SPDR SER TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11,053,400 | $247,817,228 | 13.91% |
| SAM Advisors, LLC | 537,297 | $12,046,205 | 5.23% |
| Hilltop Partners LLC | 510,611 | $11,447,901 | 4.82% |
| Strategic Financial Planning, Inc. | 225,424 | $5,054,007 | 4.66% |
| Atlas Private Wealth Advisors | 1,076,824 | $24,142,524 | 4.56% |
| DT Investment Partners, LLC | 1,092,066 | $24,484,119 | 2.97% |
| Syntegra Private Wealth Group, LLC | 768,465 | $17,228,978 | 2.71% |
| Kohmann Bosshard Financial Services, LLC | 666,453 | $14,941,871 | 2.57% |
| Capital Analysts, LLC | 1,714,239 | $38,433 | 2.14% |
| Municipal Employees' Retirement System of Michigan | 6,034,761 | $135,299 | 1.88% |