SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 315 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,933 | -45.4% | 15,133 | -44.2% | 0.06% | -46.1% |
| Q2 2023 | $871,016 | +8.5% | 27,126 | +9.8% | 0.12% | -0.9% |
| Q1 2023 | $802,600 | +38.3% | 24,703 | +35.5% | 0.12% | +27.5% |
| Q4 2022 | $580,261 | +46.9% | 18,230 | +44.5% | 0.09% | +30.0% |
| Q3 2022 | $395,000 | -2.2% | 12,612 | +12.9% | 0.07% | -4.1% |
| Q4 2021 | $404,000 | -17.9% | 11,170 | -19.9% | 0.07% | -56.0% |
| Q4 2019 | $492,000 | +1.2% | 13,942 | +1.1% | 0.17% | +7.1% |
| Q3 2019 | $486,000 | -23.2% | 13,789 | -24.0% | 0.16% | -25.5% |
| Q2 2019 | $633,000 | +39.7% | 18,135 | +36.7% | 0.21% | +44.4% |
| Q1 2019 | $453,000 | +107.8% | 13,266 | +100.9% | 0.14% | +82.3% |
| Q4 2018 | $218,000 | -86.2% | 6,604 | -86.1% | 0.08% | -82.0% |
| Q3 2018 | $1,585,000 | +20.0% | 47,594 | +20.0% | 0.44% | +8.1% |
| Q2 2018 | $1,321,000 | +17.2% | 39,673 | +18.1% | 0.41% | +11.8% |
| Q1 2018 | $1,127,000 | – | 33,598 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
| Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
| 1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
| TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
| Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
| Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
| OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |