SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170,994 | -2.1% | 5,437 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $174,582 | -33.8% | 5,437 | -33.0% | 0.01% | -38.5% |
| Q1 2023 | $263,527 | +152227.7% | 8,111 | +49.2% | 0.01% | +62.5% |
| Q4 2022 | $173 | -99.9% | 5,437 | -37.1% | 0.01% | -38.5% |
| Q3 2022 | $271,000 | -30.9% | 8,645 | -28.0% | 0.01% | -23.5% |
| Q2 2022 | $392,000 | +120.2% | 12,006 | +130.7% | 0.02% | +183.3% |
| Q1 2022 | $178,000 | +81.6% | 5,205 | +91.2% | 0.01% | +100.0% |
| Q4 2021 | $98,000 | – | 2,722 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |