SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
| Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
| 1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
| TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
| Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
| Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
| OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |