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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |