SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 453 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $157,428 | +63.7% | 4,835 | +64.4% | 0.00% | +50.0% |
| Q1 2024 | $96,141 | +2888.5% | 2,941 | +2901.0% | 0.00% | – |
| Q4 2023 | $3,217 | +4.4% | 98 | 0.0% | 0.00% | – |
| Q3 2023 | $3,082 | -2.1% | 98 | 0.0% | 0.00% | – |
| Q2 2023 | $3,147 | +104800.0% | 98 | 0.0% | 0.00% | – |
| Q1 2023 | $3 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -100.0% | 98 | -50.8% | 0.00% | – |
| Q3 2022 | $6,000 | +100.0% | 199 | +101.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 99 | -1.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 100 | +11.1% | 0.00% | – |
| Q3 2014 | $3,000 | – | 90 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |