SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 127 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,491 | +5.6% | 167,089 | +1.1% | 0.09% | -4.3% |
| Q3 2023 | $5,198 | -0.9% | 165,269 | +1.2% | 0.09% | +2.2% |
| Q2 2023 | $5,245 | -1.1% | 163,341 | +0.0% | 0.09% | -10.8% |
| Q1 2023 | $5,305 | -0.4% | 163,276 | -2.4% | 0.10% | -4.7% |
| Q4 2022 | $5,326 | -64.5% | 167,319 | +35199.4% | 0.11% | – |
| Q3 2022 | $15,000 | -73.2% | 474 | -72.4% | 0.00% | -100.0% |
| Q2 2022 | $56,000 | +250.0% | 1,716 | +262.0% | 0.00% | – |
| Q1 2022 | $16,000 | -5.9% | 474 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | -75.0% | 474 | -74.2% | 0.00% | -100.0% |
| Q2 2021 | $68,000 | +1.5% | 1,840 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | -1.5% | 1,840 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $68,000 | -32.7% | 1,840 | -32.8% | 0.00% | -50.0% |
| Q3 2020 | $101,000 | +102.0% | 2,740 | +99.4% | 0.00% | +100.0% |
| Q2 2020 | $50,000 | +6.4% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $47,000 | -46.6% | 1,374 | -45.1% | 0.00% | -50.0% |
| Q3 2019 | $88,000 | +1.1% | 2,503 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $87,000 | +180.6% | 2,503 | +178.1% | 0.00% | +200.0% |
| Q1 2019 | $31,000 | +3.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $30,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $30,000 | -21.1% | 900 | -19.3% | 0.00% | -50.0% |
| Q4 2017 | $38,000 | 0.0% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $38,000 | 0.0% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $38,000 | 0.0% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $38,000 | 0.0% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $38,000 | -2.6% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $39,000 | 0.0% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $39,000 | +2.6% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $38,000 | – | 1,115 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |