SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 165 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,067 | -1.8% | 226 | 0.0% | 0.00% | – |
| Q2 2023 | $5,162 | -0.6% | 226 | 0.0% | 0.00% | – |
| Q1 2023 | $5,193 | +2.9% | 226 | 0.0% | 0.00% | – |
| Q4 2022 | $5,049 | +1.0% | 226 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 226 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 226 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | – | 226 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 1,292,290 | $32,436,000 | 7.00% |
| Redhawk Wealth Advisors, Inc. | 797,362 | $20,014,000 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 286,432 | $7,189,000 | 4.28% |
| Strategic Financial Planning, Inc. | 199,482 | $5,007,000 | 4.16% |
| Horizon Investment Services, LLC | 242,469 | $6,086,000 | 3.19% |
| Kohmann Bosshard Financial Services, LLC | 465,973 | $11,696,000 | 2.30% |
| Mid-American Wealth Advisory Group, Inc. | 103,605 | $2,600,000 | 2.03% |
| AIRE ADVISORS, LLC | 159,001 | $4,115,000 | 1.47% |
| Aurora Private Wealth, Inc. | 97,015 | $2,435,000 | 1.00% |
| Topel & Distasi Wealth Management, LLC | 88,831 | $2,230,000 | 0.93% |