SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 481 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,586,630 | -16.8% | 140,867 | -16.5% | 3.48% | -16.1% |
| Q1 2024 | $5,514,640 | +7.9% | 168,695 | +8.3% | 4.14% | +4.3% |
| Q4 2023 | $5,112,846 | -5.7% | 155,737 | -9.6% | 3.98% | -28.7% |
| Q3 2023 | $5,420,502 | -1.7% | 172,353 | +2.2% | 5.57% | +34.5% |
| Q1 2023 | $5,514,640 | – | 168,695 | – | 4.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Trust Bank, Ltd. | 286,000 | $9,103,380 | 33.52% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 319,627 | $10,173,722 | 9.39% |
| Occidental Asset Management, LLC | 870,933 | $27,721,789 | 7.56% |
| Flagstone Financial Management | 353,554 | $11,253,610 | 6.85% |
| ERTS Wealth Advisors, LLC | 765,181 | $24,355,712 | 6.31% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 249,721 | $7,948,619 | 6.16% |
| Buckingham Capital Management, Inc. | 1,056,770 | $33,636,989 | 5.86% |
| LWM Advisory Services, LLC | 149,577 | $4,761,049 | 5.26% |
| Astoria Portfolio Advisors LLC. | 339,534 | $11,078,981 | 5.19% |
| Wayfinding Financial, LLC | 181,202 | $6,423 | 5.15% |