SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 156 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,493 | +8.8% | 5,062 | +10.9% | 0.01% | +20.0% |
| Q2 2023 | $104,281 | +1211.5% | 4,566 | +1219.7% | 0.01% | – |
| Q1 2023 | $7,951 | +11.2% | 346 | +8.1% | 0.00% | – |
| Q4 2022 | $7,153 | +19.2% | 320 | +23.6% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 259 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 259 | +12.1% | 0.00% | – |
| Q4 2021 | $6,000 | -14.3% | 231 | -17.2% | 0.00% | – |
| Q3 2021 | $7,000 | -22.2% | 279 | -11.7% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 316 | +6.8% | 0.00% | – |
| Q1 2021 | $8,000 | – | 296 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 197,301 | $4,836,000 | 1.57% |
| Madden Advisory Services, Inc. | 19,726 | $1,038,000 | 1.08% |
| MA Private Wealth | 137,958 | $3,381,000 | 0.84% |
| Retirement Group, LLC | 11,411 | $280,000 | 0.17% |
| RFG Advisory, LLC | 23,070 | $565,000 | 0.09% |
| AlphaStar Capital Management, LLC | 15,885 | $396,000 | 0.08% |
| WRAPMANAGER INC | 8,965 | $220,000 | 0.08% |
| Institute for Wealth Management, LLC. | 13,297 | $326,000 | 0.08% |
| StrategIQ Financial Group, LLC | 8,713 | $214,000 | 0.06% |
| Capstone Financial Group, Inc. | 1,941 | $48,000 | 0.04% |