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 | $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% | – |
Download | ||||||
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% |