SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,993 | -43.0% | 8,871 | -41.8% | 0.00% | – |
| Q2 2023 | $489,421 | +8718.4% | 15,242 | -91.1% | 0.00% | -100.0% |
| Q1 2023 | $5,550 | +584.3% | 170,821 | +570.2% | 0.00% | – |
| Q4 2022 | $811 | -99.7% | 25,487 | +268.4% | 0.00% | – |
| Q1 2022 | $236,000 | -92.7% | 6,918 | -92.2% | 0.00% | -100.0% |
| Q3 2021 | $3,231,000 | -37.4% | 88,480 | -37.1% | 0.00% | -33.3% |
| Q2 2021 | $5,163,000 | +137.3% | 140,669 | +134.4% | 0.00% | +50.0% |
| Q1 2021 | $2,176,000 | -11.9% | 60,017 | -9.6% | 0.00% | 0.0% |
| Q4 2020 | $2,470,000 | +1076.2% | 66,423 | +1060.4% | 0.00% | – |
| Q3 2020 | $210,000 | -36.6% | 5,724 | -41.3% | 0.00% | -100.0% |
| Q1 2020 | $331,000 | +24.0% | 9,745 | +29.0% | 0.00% | – |
| Q4 2019 | $267,000 | +11.7% | 7,554 | +11.3% | 0.00% | – |
| Q3 2019 | $239,000 | -89.3% | 6,786 | -89.4% | 0.00% | -100.0% |
| Q2 2019 | $2,243,000 | +630.6% | 64,206 | +590.4% | 0.00% | – |
| Q4 2018 | $307,000 | +22.8% | 9,300 | +24.0% | 0.00% | – |
| Q2 2018 | $250,000 | +10.6% | 7,501 | +11.4% | 0.00% | – |
| Q1 2018 | $226,000 | -3.4% | 6,732 | +0.3% | 0.00% | -100.0% |
| Q2 2016 | $234,000 | – | 6,714 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |