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 | $236,661 | +97693.8% | 7,525 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $242 | -99.9% | 7,525 | +15.8% | 0.01% | 0.0% |
Q4 2021 | $235,000 | -7.8% | 6,500 | -7.0% | 0.01% | -22.2% |
Q3 2021 | $255,000 | -0.8% | 6,992 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $257,000 | +1.6% | 6,992 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $253,000 | -2.7% | 6,992 | 0.0% | 0.01% | -10.0% |
Q4 2020 | $260,000 | +1.2% | 6,992 | 0.0% | 0.01% | -9.1% |
Q3 2020 | $257,000 | -85.4% | 6,992 | -86.0% | 0.01% | -87.9% |
Q3 2019 | $1,760,000 | +9.4% | 49,891 | +8.3% | 0.09% | +2.2% |
Q2 2019 | $1,609,000 | +2.2% | 46,057 | -0.0% | 0.09% | -2.2% |
Q1 2019 | $1,574,000 | +4.3% | 46,073 | +0.8% | 0.09% | -6.2% |
Q4 2018 | $1,509,000 | -1.4% | 45,694 | -0.5% | 0.10% | +12.8% |
Q3 2018 | $1,530,000 | -2.0% | 45,939 | -2.0% | 0.09% | -9.5% |
Q2 2018 | $1,561,000 | +3.8% | 46,882 | +4.5% | 0.10% | -8.7% |
Q1 2018 | $1,504,000 | +0.9% | 44,850 | +3.0% | 0.10% | +4.0% |
Q4 2017 | $1,491,000 | +6.2% | 43,564 | +7.1% | 0.10% | 0.0% |
Q3 2017 | $1,404,000 | +4.9% | 40,694 | +4.5% | 0.10% | 0.0% |
Q2 2017 | $1,339,000 | +4.4% | 38,926 | +3.6% | 0.10% | +3.1% |
Q1 2017 | $1,282,000 | – | 37,561 | – | 0.10% | – |
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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% |