SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |