SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 228 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 2019 | $288,000 | 0.0% | 8,154 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $288,000 | -48.5% | 8,154 | -49.0% | 0.00% | -50.0% |
| Q2 2019 | $559,000 | -0.5% | 16,003 | -2.8% | 0.00% | -33.3% |
| Q1 2019 | $562,000 | +0.2% | 16,460 | -3.0% | 0.00% | 0.0% |
| Q4 2018 | $561,000 | +2.9% | 16,969 | +3.7% | 0.00% | +50.0% |
| Q3 2018 | $545,000 | +28.2% | 16,367 | +28.2% | 0.00% | 0.0% |
| Q2 2018 | $425,000 | +0.7% | 12,769 | +1.6% | 0.00% | 0.0% |
| Q1 2018 | $422,000 | -1.9% | 12,570 | +0.1% | 0.00% | 0.0% |
| Q1 2016 | $430,000 | -34.5% | 12,561 | -36.0% | 0.00% | -33.3% |
| Q4 2015 | $656,000 | +1.1% | 19,623 | +2.6% | 0.00% | 0.0% |
| Q3 2015 | $649,000 | +5.5% | 19,128 | +5.7% | 0.00% | 0.0% |
| Q2 2015 | $615,000 | -12.4% | 18,097 | -10.9% | 0.00% | 0.0% |
| Q1 2015 | $702,000 | +78.2% | 20,316 | +76.4% | 0.00% | +200.0% |
| Q4 2014 | $394,000 | +65.5% | 11,514 | +64.8% | 0.00% | 0.0% |
| Q3 2014 | $238,000 | +12.8% | 6,985 | +13.8% | 0.00% | 0.0% |
| Q2 2014 | $211,000 | – | 6,137 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |