SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $532,000 | -7.8% | 16,315 | -3.4% | 0.04% | +2.8% |
| Q1 2022 | $577,000 | +0.2% | 16,884 | +6.1% | 0.04% | +2.9% |
| Q4 2021 | $576,000 | +18.5% | 15,916 | +19.6% | 0.04% | +6.1% |
| Q3 2021 | $486,000 | -0.2% | 13,311 | +0.1% | 0.03% | +3.1% |
| Q2 2021 | $487,000 | -10.6% | 13,292 | -11.6% | 0.03% | -17.9% |
| Q1 2021 | $545,000 | +0.7% | 15,040 | +3.2% | 0.04% | -4.9% |
| Q4 2020 | $541,000 | +9.3% | 14,567 | +8.2% | 0.04% | -2.4% |
| Q3 2020 | $495,000 | +35.2% | 13,465 | +34.0% | 0.04% | +23.5% |
| Q2 2020 | $366,000 | +26.6% | 10,047 | +18.2% | 0.03% | -2.9% |
| Q1 2020 | $289,000 | – | 8,503 | – | 0.04% | – |
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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% |