SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $918,135 | +0.7% | 28,259 | +0.4% | 0.10% | -34.0% |
| Q4 2022 | $911,519 | +4.7% | 28,142 | -0.3% | 0.15% | -59.5% |
| Q3 2022 | $871,000 | -5.6% | 28,221 | 0.0% | 0.37% | -8.2% |
| Q2 2022 | $923,000 | -5.0% | 28,221 | -3.0% | 0.40% | +6.3% |
| Q1 2022 | $972,000 | -9.7% | 29,089 | -3.9% | 0.38% | -15.6% |
| Q4 2021 | $1,076,000 | +6.4% | 30,279 | +9.3% | 0.45% | +17.2% |
| Q3 2021 | $1,011,000 | +44.4% | 27,694 | +45.1% | 0.38% | +44.5% |
| Q2 2021 | $700,000 | – | 19,082 | – | 0.26% | – |
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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% |