SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 34 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,731,317 | +77.8% | 77,222 | +81.2% | 0.00% | – |
| Q2 2023 | $973,486 | +45.3% | 42,622 | +46.2% | 0.00% | – |
| Q1 2023 | $670,000 | +748.1% | 29,149 | +709.9% | 0.00% | – |
| Q3 2022 | $79,000 | -99.5% | 3,599 | -99.4% | 0.00% | -100.0% |
| Q3 2021 | $16,810,000 | +98782.4% | 627,954 | +98479.9% | 0.00% | – |
| Q3 2019 | $17,000 | +6.2% | 637 | +1.9% | 0.00% | – |
| Q2 2019 | $16,000 | +14.3% | 625 | +17.9% | 0.00% | – |
| Q1 2019 | $14,000 | 0.0% | 530 | -4.2% | 0.00% | – |
| Q4 2018 | $14,000 | 0.0% | 553 | -0.5% | 0.00% | – |
| Q3 2018 | $14,000 | +7.7% | 556 | +4.3% | 0.00% | – |
| Q2 2018 | $13,000 | -7.1% | 533 | 0.0% | 0.00% | – |
| Q1 2018 | $14,000 | – | 533 | – | 0.00% | – |
Download | ||||||
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% |