SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |