SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 156 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,322,577 | +27.4% | 148,197 | +29.8% | 0.05% | +30.6% |
| Q2 2023 | $2,607,689 | +73.6% | 114,172 | +74.7% | 0.04% | +63.6% |
| Q1 2023 | $1,501,858 | -4.9% | 65,355 | -7.5% | 0.02% | -12.0% |
| Q4 2022 | $1,578,691 | -71.0% | 70,667 | -71.7% | 0.02% | -73.4% |
| Q3 2022 | $5,447,952 | -4.5% | 249,677 | -1.7% | 0.09% | -12.1% |
| Q2 2022 | $5,702,000 | – | 253,991 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 197,301 | $4,836,000 | 1.57% |
| Madden Advisory Services, Inc. | 19,726 | $1,038,000 | 1.08% |
| MA Private Wealth | 137,958 | $3,381,000 | 0.84% |
| Retirement Group, LLC | 11,411 | $280,000 | 0.17% |
| RFG Advisory, LLC | 23,070 | $565,000 | 0.09% |
| AlphaStar Capital Management, LLC | 15,885 | $396,000 | 0.08% |
| WRAPMANAGER INC | 8,965 | $220,000 | 0.08% |
| Institute for Wealth Management, LLC. | 13,297 | $326,000 | 0.08% |
| StrategIQ Financial Group, LLC | 8,713 | $214,000 | 0.06% |
| Capstone Financial Group, Inc. | 1,941 | $48,000 | 0.04% |