SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 128 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $22,000 | -85.5% | 626 | -85.5% | 0.00% | -100.0% |
| Q3 2019 | $152,000 | -11.1% | 4,314 | -11.9% | 0.00% | -25.0% |
| Q2 2019 | $171,000 | -14.5% | 4,894 | -16.3% | 0.00% | 0.0% |
| Q1 2019 | $200,000 | +3.1% | 5,849 | -0.6% | 0.00% | -20.0% |
| Q4 2018 | $194,000 | -9.8% | 5,883 | -8.2% | 0.01% | 0.0% |
| Q1 2018 | $215,000 | -6.9% | 6,408 | -4.5% | 0.01% | -16.7% |
| Q4 2017 | $231,000 | 0.0% | 6,708 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $231,000 | -2.9% | 6,708 | -3.1% | 0.01% | -14.3% |
| Q2 2017 | $238,000 | +2.6% | 6,924 | +2.0% | 0.01% | 0.0% |
| Q1 2017 | $232,000 | – | 6,789 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |