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 | $841,258 | -17.1% | 26,749 | -15.4% | 0.00% | -33.3% |
| Q2 2023 | $1,015,362 | +78064.9% | 31,621 | -20.9% | 0.00% | -25.0% |
| Q1 2023 | $1,299 | -24.3% | 39,976 | -25.9% | 0.00% | -33.3% |
| Q4 2022 | $1,717 | -99.9% | 53,951 | -31.1% | 0.01% | -40.0% |
| Q3 2022 | $2,452,000 | -8.0% | 78,304 | -4.1% | 0.01% | -9.1% |
| Q2 2022 | $2,665,000 | +10.4% | 81,681 | +15.6% | 0.01% | +22.2% |
| Q1 2022 | $2,413,000 | +3.6% | 70,659 | +9.7% | 0.01% | -10.0% |
| Q4 2021 | $2,329,000 | +73.4% | 64,439 | +75.3% | 0.01% | +42.9% |
| Q3 2021 | $1,343,000 | +40.9% | 36,767 | +41.6% | 0.01% | +16.7% |
| Q2 2021 | $953,000 | +35.8% | 25,972 | +34.1% | 0.01% | +20.0% |
| Q1 2021 | $702,000 | -14.7% | 19,372 | -12.5% | 0.01% | -16.7% |
| Q4 2020 | $823,000 | +11.2% | 22,137 | +10.0% | 0.01% | -14.3% |
| Q3 2020 | $740,000 | +17.8% | 20,127 | +17.1% | 0.01% | +16.7% |
| Q2 2020 | $628,000 | +3.8% | 17,187 | -3.4% | 0.01% | -25.0% |
| Q1 2020 | $605,000 | – | 17,786 | – | 0.01% | – |
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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% |