SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 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. | 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% |