SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 78 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,097,727 | +74.0% | 93,565 | +77.3% | 0.00% | +100.0% |
| Q2 2023 | $1,205,404 | +95.2% | 52,776 | +96.4% | 0.00% | – |
| Q1 2023 | $617,473 | +109.2% | 26,870 | +103.4% | 0.00% | – |
| Q4 2022 | $295,134 | +18.1% | 13,211 | +15.0% | 0.00% | – |
| Q3 2022 | $250,000 | +1823.1% | 11,483 | +1813.8% | 0.00% | – |
| Q2 2022 | $13,000 | -13.3% | 600 | 0.0% | 0.00% | – |
| Q1 2022 | $15,000 | -6.2% | 600 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q3 2021 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2020 | $16,000 | +77.8% | 600 | +74.4% | 0.00% | – |
| Q1 2014 | $9,000 | – | 344 | – | 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% |