SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 352 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,351 | -0.3% | 1,194 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $38,457 | +103837.8% | 1,183 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $37 | -99.9% | 1,176 | +1.1% | 0.00% | -25.0% |
| Q3 2022 | $36,000 | -66.4% | 1,163 | -64.5% | 0.00% | -60.0% |
| Q2 2022 | $107,000 | -29.6% | 3,280 | -26.5% | 0.01% | -23.1% |
| Q1 2022 | $152,000 | +60.0% | 4,461 | +69.4% | 0.01% | +44.4% |
| Q4 2021 | $95,000 | +4.4% | 2,634 | +5.8% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | +167.6% | 2,489 | +165.1% | 0.01% | +200.0% |
| Q2 2021 | $34,000 | -35.8% | 939 | -35.8% | 0.00% | -50.0% |
| Q1 2021 | $53,000 | +47.2% | 1,462 | +51.5% | 0.01% | +50.0% |
| Q4 2020 | $36,000 | -84.3% | 965 | -85.8% | 0.00% | -93.5% |
| Q2 2015 | $230,000 | -1.7% | 6,782 | 0.0% | 0.06% | -4.6% |
| Q1 2015 | $234,000 | – | 6,782 | – | 0.06% | – |
Download | ||||||
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% |