SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $545,637 | -56.0% | 16,794 | -56.9% | 0.01% | -57.9% |
| Q4 2022 | $1,241,370 | +1.6% | 39,000 | -50.0% | 0.02% | +35.7% |
| Q3 2022 | $1,222,221 | -98.8% | 78,000 | -97.1% | 0.01% | -98.0% |
| Q4 2021 | $98,445,000 | +66.8% | 2,723,235 | +68.5% | 0.71% | +39.1% |
| Q3 2021 | $59,023,000 | +92.3% | 1,616,182 | +90.9% | 0.51% | +47.7% |
| Q1 2021 | $30,691,000 | +1446.9% | 846,660 | +1469.1% | 0.35% | +765.0% |
| Q3 2020 | $1,984,000 | -82.0% | 53,959 | -82.1% | 0.04% | -89.0% |
| Q2 2020 | $11,028,000 | -64.6% | 301,902 | -68.0% | 0.36% | -83.8% |
| Q4 2018 | $31,191,000 | +9526.9% | 944,039 | +9660.5% | 2.24% | +9220.8% |
| Q1 2018 | $324,000 | – | 9,672 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 659,457 | $24,519,000 | 19.80% |
| SevenOneSeven Capital Management | 49,346 | $1,835,000 | 15.70% |
| Adams Wealth Management | 386,128 | $14,356,000 | 9.02% |
| ERTS Wealth Advisors, LLC | 627,210 | $23,320,000 | 7.57% |
| Occidental Asset Management, LLC | 539,701 | $20,066,000 | 6.65% |
| TRUEFG, LLC | 298,077 | $11,083,000 | 6.64% |
| Copperleaf Capital, LLC | 192,335 | $7,151,000 | 6.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,138,472 | $42,329,000 | 6.01% |
| HNP Capital LLC | 492,742 | $18,320,000 | 6.00% |
| CLIENT 1ST ADVISORY GROUP, LLC | 243,881 | $9,024,000 | 5.86% |