SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 82 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,857,181 | +4083.0% | 216,645 | +4161.3% | 0.01% | – |
| Q2 2023 | $116,118 | -0.6% | 5,084 | 0.0% | 0.00% | – |
| Q1 2023 | $116,830 | +5129.6% | 5,084 | +4984.0% | 0.00% | – |
| Q4 2022 | $2,234 | +11.7% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -88.2% | 100 | -84.7% | 0.00% | – |
| Q4 2019 | $17,000 | 0.0% | 655 | 0.0% | 0.00% | – |
| Q3 2019 | $17,000 | 0.0% | 655 | 0.0% | 0.00% | – |
| Q2 2019 | $17,000 | 0.0% | 655 | 0.0% | 0.00% | – |
| Q1 2019 | $17,000 | +6.2% | 655 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | -82.6% | 655 | -81.8% | 0.00% | – |
| Q3 2018 | $92,000 | +1.1% | 3,595 | 0.0% | 0.00% | – |
| Q2 2018 | $91,000 | -1.1% | 3,595 | 0.0% | 0.00% | – |
| Q1 2018 | $92,000 | -4.2% | 3,595 | 0.0% | 0.00% | – |
| Q4 2017 | $96,000 | -3.0% | 3,595 | -2.7% | 0.00% | – |
| Q3 2017 | $99,000 | +1.0% | 3,695 | 0.0% | 0.00% | – |
| Q2 2017 | $98,000 | +69.0% | 3,695 | +68.0% | 0.00% | – |
| Q1 2017 | $58,000 | +625.0% | 2,200 | +633.3% | 0.00% | – |
| Q2 2015 | $8,000 | – | 300 | – | 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% |