SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $308 | -99.9% | 9,023 | -43.7% | 0.05% | -51.0% |
| Q3 2022 | $502,000 | -4.0% | 16,028 | +0.0% | 0.10% | +3.0% |
| Q2 2022 | $523,000 | +69.8% | 16,023 | +77.6% | 0.10% | +98.0% |
| Q1 2022 | $308,000 | -5.5% | 9,023 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $326,000 | -0.9% | 9,023 | 0.0% | 0.05% | -10.3% |
| Q3 2021 | $329,000 | -0.9% | 9,023 | -0.2% | 0.06% | 0.0% |
| Q2 2021 | $332,000 | +1.2% | 9,044 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $328,000 | -5.2% | 9,044 | -2.9% | 0.06% | -15.1% |
| Q4 2020 | $346,000 | +1.2% | 9,317 | 0.0% | 0.07% | -11.0% |
| Q3 2020 | $342,000 | +0.6% | 9,317 | 0.0% | 0.08% | -9.9% |
| Q2 2020 | $340,000 | – | 9,317 | – | 0.09% | – |
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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% |