SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 226 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $540,000 | -50.3% | 14,511 | -50.9% | 0.02% | -55.6% |
| Q3 2020 | $1,087,000 | +108600.0% | 29,568 | +79813.5% | 0.04% | – |
| Q2 2020 | $1,000 | -99.9% | 37 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $715,000 | -57.6% | 21,030 | -56.0% | 0.03% | -45.0% |
| Q4 2019 | $1,687,000 | -80.6% | 47,771 | -80.6% | 0.06% | -80.6% |
| Q3 2019 | $8,687,000 | +135.9% | 246,234 | +133.6% | 0.31% | +174.3% |
| Q2 2019 | $3,682,000 | -52.4% | 105,398 | -53.4% | 0.11% | -50.0% |
| Q1 2019 | $7,732,000 | +604.8% | 226,284 | +581.8% | 0.23% | +629.0% |
| Q4 2018 | $1,097,000 | +1206.0% | 33,191 | +1218.7% | 0.03% | +933.3% |
| Q3 2018 | $84,000 | – | 2,517 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,723,588 | $58,981,000 | 9.17% |
| MISSION WEALTH MANAGEMENT, LP | 1,312,731 | $44,921,000 | 7.69% |
| Wealth Alliance Advisory Group, LLC | 184,550 | $6,315,000 | 5.67% |
| Eagle Ridge Investment Management | 505,173 | $17,287,000 | 2.67% |
| Jackson Wealth Management, LLC | 265,506 | $9,064,000 | 2.30% |
| Charles Schwab Investment Advisory, Inc. | 18,688,939 | $639,535,000 | 2.30% |
| Wellesley Investment Partners, LLC | 352,084 | $12,048,000 | 2.28% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,783,330 | $197,906,000 | 2.26% |
| Braun-Bostich & Associates Inc. | 74,822 | $2,560,000 | 2.17% |
| Probity Advisors, Inc. | 168,609 | $5,769,000 | 2.02% |