SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 266 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,157,000 | -39.0% | 31,662 | -43.2% | 0.07% | -49.7% |
| Q1 2020 | $1,896,000 | +3.3% | 55,752 | +7.2% | 0.14% | +34.9% |
| Q4 2019 | $1,836,000 | +1.4% | 51,989 | +1.3% | 0.11% | -7.8% |
| Q3 2019 | $1,811,000 | +16.4% | 51,341 | +15.3% | 0.12% | +10.6% |
| Q2 2019 | $1,556,000 | +30.4% | 44,539 | +27.5% | 0.10% | +40.5% |
| Q1 2019 | $1,193,000 | +2.8% | 34,924 | -0.5% | 0.07% | -14.0% |
| Q4 2018 | $1,160,000 | +0.3% | 35,102 | +1.1% | 0.09% | +4.9% |
| Q3 2018 | $1,156,000 | +5.8% | 34,714 | +5.7% | 0.08% | -2.4% |
| Q2 2018 | $1,093,000 | -99.9% | 32,837 | +10.3% | 0.08% | +1.2% |
| Q1 2018 | $998,922,000 | – | 29,783 | – | 0.08% | – |
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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% |