SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,159 | -3.4% | 323,032 | -1.4% | 1.56% | -0.9% |
| Q2 2023 | $10,519 | -1.6% | 327,602 | -0.5% | 1.57% | -6.9% |
| Q1 2023 | $10,694 | -0.9% | 329,135 | -2.9% | 1.69% | -7.3% |
| Q4 2022 | $10,787 | -99.9% | 338,903 | +17.2% | 1.82% | +18.8% |
| Q3 2022 | $9,056,000 | -11.8% | 289,149 | -8.1% | 1.53% | -6.0% |
| Q2 2022 | $10,268,000 | +569.4% | 314,694 | +600.5% | 1.63% | +687.0% |
| Q1 2022 | $1,534,000 | – | 44,922 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |