SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $281,000 | -7.6% | 8,347 | -2.5% | 0.04% | -8.2% |
| Q4 2021 | $304,000 | 0.0% | 8,563 | +0.2% | 0.05% | -3.9% |
| Q3 2021 | $304,000 | -9.5% | 8,547 | -6.7% | 0.05% | -1.9% |
| Q2 2021 | $336,000 | -89.5% | 9,159 | -90.2% | 0.05% | -64.9% |
| Q4 2017 | $3,207,000 | -21.3% | 93,722 | -20.8% | 0.15% | -16.4% |
| Q2 2017 | $4,073,000 | -93.9% | 118,357 | -94.0% | 0.18% | -94.0% |
| Q1 2017 | $67,100,000 | – | 1,966,013 | – | 2.96% | – |
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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% |