SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 206 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,856 | -44.3% | 18,342 | -43.2% | 0.02% | -40.0% |
| Q2 2023 | $1,036,382 | +8.6% | 32,276 | +9.9% | 0.03% | +7.1% |
| Q1 2023 | $954,036 | +122369.3% | 29,364 | +20.0% | 0.03% | +27.3% |
| Q4 2022 | $779 | -99.8% | 24,475 | +75.9% | 0.02% | +69.2% |
| Q3 2022 | $436,000 | -96.9% | 13,914 | -96.6% | 0.01% | -96.7% |
| Q1 2022 | $13,934,000 | -57.0% | 408,020 | -54.5% | 0.40% | -58.8% |
| Q4 2021 | $32,440,000 | +61.8% | 897,360 | +64.6% | 0.96% | +34.0% |
| Q3 2020 | $20,044,000 | -49.7% | 545,270 | -50.0% | 0.72% | -27.1% |
| Q2 2020 | $39,837,000 | +222.5% | 1,090,540 | +200.2% | 0.98% | +62.7% |
| Q1 2020 | $12,354,000 | -58.7% | 363,241 | -57.1% | 0.60% | -54.1% |
| Q4 2019 | $29,923,000 | -4.3% | 847,440 | -4.4% | 1.31% | +3.6% |
| Q3 2019 | $31,268,000 | -39.8% | 886,294 | -40.4% | 1.27% | -12.4% |
| Q2 2019 | $51,963,000 | +25.5% | 1,487,630 | +22.8% | 1.45% | -2.0% |
| Q1 2019 | $41,406,000 | +33.4% | 1,211,768 | +28.9% | 1.48% | -6.0% |
| Q4 2018 | $31,049,000 | -7.0% | 939,736 | -6.3% | 1.57% | +40.3% |
| Q3 2018 | $33,403,000 | +5.6% | 1,003,091 | +5.6% | 1.12% | -18.6% |
| Q2 2018 | $31,626,000 | +84.3% | 950,001 | +85.7% | 1.37% | +83.7% |
| Q1 2018 | $17,157,000 | – | 511,548 | – | 0.75% | – |
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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% |