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 | $259,404 | +172.6% | 11,570 | +177.7% | 0.00% | – |
| Q2 2023 | $95,153 | -68.1% | 4,166 | -67.9% | 0.00% | – |
| Q1 2023 | $297,948 | +355.5% | 12,965 | +342.8% | 0.00% | – |
| Q4 2022 | $65,411 | +5.5% | 2,928 | +3.1% | 0.00% | – |
| Q3 2022 | $62,000 | -37.4% | 2,839 | -35.6% | 0.00% | – |
| Q2 2022 | $99,000 | -27.2% | 4,409 | -18.8% | 0.00% | – |
| Q1 2022 | $136,000 | +36.0% | 5,429 | +44.7% | 0.00% | – |
| Q4 2021 | $100,000 | -54.5% | 3,751 | -54.4% | 0.00% | – |
| Q3 2021 | $220,000 | 0.0% | 8,217 | +0.4% | 0.00% | – |
| Q2 2021 | $220,000 | +0.9% | 8,187 | -0.0% | 0.00% | – |
| Q1 2021 | $218,000 | +0.9% | 8,188 | 0.0% | 0.00% | – |
| Q4 2020 | $216,000 | +35.0% | 8,188 | +29.5% | 0.00% | – |
| Q3 2020 | $160,000 | +3.2% | 6,323 | 0.0% | 0.00% | – |
| Q2 2020 | $155,000 | +181.8% | 6,323 | +157.8% | 0.00% | – |
| Q1 2020 | $55,000 | – | 2,453 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2015 | $4,000 | -50.0% | 160 | -46.7% | 0.00% | – |
| Q2 2014 | $8,000 | – | 300 | – | 0.00% | – |
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% |