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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INTEGRATED CAPITAL MANAGEMENT, INC. | 617,653 | $20,407,000 | 19.12% |
Great Point Wealth Advisors, LLC | 417,669 | $13,799,000 | 13.05% |
PARK AVENUE SECURITIES LLC | 1,517,110 | $50,398,000 | 7.73% |
DeGreen Capital Management LLC | 424,098 | $140,122,000 | 7.67% |
TPG Financial Advisors, LLC | 194,565 | $6,428,000 | 6.98% |
ALLIANZ INVESTMENT MANAGEMENT LLC | 2,000,000 | $66,080,000 | 6.70% |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,175,935 | $38,853,000 | 6.43% |
WRAPMANAGER INC | 498,613 | $16,474,000 | 5.84% |
Occidental Asset Management, LLC | 255,770 | $8,451,000 | 4.78% |
Willow Creek Wealth Management Inc. | 222,318 | $7,345,000 | 3.90% |