SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 98 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $615,000 | +41.7% | 17,831 | +41.3% | 0.00% | +33.3% |
| Q2 2017 | $434,000 | +63.2% | 12,615 | +61.9% | 0.00% | +50.0% |
| Q1 2017 | $266,000 | -45.5% | 7,793 | -45.8% | 0.00% | -50.0% |
| Q4 2016 | $488,000 | -24.9% | 14,386 | -22.8% | 0.00% | -20.0% |
| Q3 2016 | $650,000 | +14.2% | 18,623 | +14.3% | 0.01% | 0.0% |
| Q2 2016 | $569,000 | +4.8% | 16,295 | +2.9% | 0.01% | 0.0% |
| Q1 2016 | $543,000 | +4.0% | 15,835 | +1.5% | 0.01% | 0.0% |
| Q4 2015 | $522,000 | +39.2% | 15,603 | +41.4% | 0.01% | +25.0% |
| Q3 2015 | $375,000 | +14.7% | 11,031 | +14.7% | 0.00% | +33.3% |
| Q2 2015 | $327,000 | +19.8% | 9,618 | +21.9% | 0.00% | 0.0% |
| Q1 2015 | $273,000 | +20.3% | 7,892 | +18.6% | 0.00% | 0.0% |
| Q4 2014 | $227,000 | – | 6,656 | – | 0.00% | – |
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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% |