SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 206 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $209,000 | 0.0% | 5,918 | 0.0% | 0.04% | -2.5% |
| Q3 2019 | $209,000 | +2.5% | 5,918 | +1.5% | 0.04% | -7.0% |
| Q2 2019 | $204,000 | -32.0% | 5,833 | -33.5% | 0.04% | -32.8% |
| Q1 2019 | $300,000 | -2.6% | 8,775 | -5.3% | 0.06% | -1.5% |
| Q3 2018 | $308,000 | +27.3% | 9,262 | +27.4% | 0.06% | +27.5% |
| Q2 2018 | $242,000 | -88.4% | 7,269 | -88.4% | 0.05% | -86.1% |
| Q1 2018 | $2,095,000 | – | 62,459 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,723,588 | $58,981,000 | 9.17% |
| MISSION WEALTH MANAGEMENT, LP | 1,312,731 | $44,921,000 | 7.69% |
| Wealth Alliance Advisory Group, LLC | 184,550 | $6,315,000 | 5.67% |
| Eagle Ridge Investment Management | 505,173 | $17,287,000 | 2.67% |
| Jackson Wealth Management, LLC | 265,506 | $9,064,000 | 2.30% |
| Charles Schwab Investment Advisory, Inc. | 18,688,939 | $639,535,000 | 2.30% |
| Wellesley Investment Partners, LLC | 352,084 | $12,048,000 | 2.28% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,783,330 | $197,906,000 | 2.26% |
| Braun-Bostich & Associates Inc. | 74,822 | $2,560,000 | 2.17% |
| Probity Advisors, Inc. | 168,609 | $5,769,000 | 2.02% |