SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 64 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $126,271,000 | -3.0% | 3,435 | -6.8% | 0.02% | -4.3% |
| Q4 2019 | $130,117,000 | +55744.2% | 3,685 | -45.4% | 0.02% | -48.9% |
| Q1 2015 | $233,000 | +0.9% | 6,745 | 0.0% | 0.04% | -4.3% |
| Q4 2014 | $231,000 | +0.4% | 6,745 | 0.0% | 0.05% | -7.8% |
| Q3 2014 | $230,000 | -6.5% | 6,745 | -5.5% | 0.05% | -3.8% |
| Q2 2014 | $246,000 | +1.2% | 7,135 | 0.0% | 0.05% | -7.0% |
| Q1 2014 | $243,000 | +14.1% | 7,135 | +12.8% | 0.06% | +5.6% |
| Q4 2013 | $213,000 | -7.8% | 6,325 | -7.6% | 0.05% | -14.3% |
| Q3 2013 | $231,000 | – | 6,845 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,723,588 | $58,981,000 | 9.17% |
| MISSION WEALTH MANAGEMENT, LP | 1,312,731 | $44,921,000 | 7.69% |
| Wealth Alliance Advisory Group, LLC | 184,550 | $6,315,000 | 5.67% |
| Eagle Ridge Investment Management | 505,173 | $17,287,000 | 2.67% |
| Jackson Wealth Management, LLC | 265,506 | $9,064,000 | 2.30% |
| Charles Schwab Investment Advisory, Inc. | 18,688,939 | $639,535,000 | 2.30% |
| Wellesley Investment Partners, LLC | 352,084 | $12,048,000 | 2.28% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,783,330 | $197,906,000 | 2.26% |
| Braun-Bostich & Associates Inc. | 74,822 | $2,560,000 | 2.17% |
| Probity Advisors, Inc. | 168,609 | $5,769,000 | 2.02% |