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 | $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 ↓ |
|---|---|---|---|
| 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% |