SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 324 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,266,000 | +4.2% | 145,665 | +5.3% | 1.22% | -7.2% |
| Q3 2021 | $5,052,000 | +2.9% | 138,339 | +3.4% | 1.31% | +4.9% |
| Q2 2021 | $4,909,000 | +13.2% | 133,747 | +11.8% | 1.25% | +3.2% |
| Q1 2021 | $4,338,000 | -2.5% | 119,656 | -0.0% | 1.21% | -10.1% |
| Q4 2020 | $4,450,000 | +7.5% | 119,696 | +6.2% | 1.35% | -9.3% |
| Q3 2020 | $4,141,000 | +8.0% | 112,658 | +7.3% | 1.49% | -12.7% |
| Q2 2020 | $3,836,000 | +11.2% | 105,017 | +3.6% | 1.70% | -3.8% |
| Q1 2020 | $3,449,000 | -7.2% | 101,404 | -3.7% | 1.77% | +2.1% |
| Q4 2019 | $3,717,000 | – | 105,271 | – | 1.73% | – |
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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% |