SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,422,372 | +7.1% | 108,819 | +9.3% | 0.04% | +2.7% |
| Q2 2023 | $3,196,365 | +17.3% | 99,544 | +18.7% | 0.04% | +12.1% |
| Q1 2023 | $2,724,684 | +11.1% | 83,862 | +8.8% | 0.03% | 0.0% |
| Q4 2022 | $2,453,431 | +9.6% | 77,079 | +7.8% | 0.03% | -2.9% |
| Q3 2022 | $2,239,000 | +8.7% | 71,500 | +13.2% | 0.03% | +9.7% |
| Q2 2022 | $2,060,000 | +49.4% | 63,147 | +56.3% | 0.03% | +63.2% |
| Q1 2022 | $1,379,000 | +10.1% | 40,393 | +16.5% | 0.02% | 0.0% |
| Q4 2021 | $1,253,000 | +28.5% | 34,661 | +28.9% | 0.02% | +18.8% |
| Q3 2021 | $975,000 | -39.6% | 26,888 | -38.3% | 0.02% | -44.8% |
| Q2 2021 | $1,613,000 | +698.5% | 43,613 | +692.8% | 0.03% | +625.0% |
| Q1 2021 | $202,000 | – | 5,501 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |