SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,936,550 | +14.6% | 125,169 | +17.0% | 0.48% | +25.2% |
| Q2 2023 | $3,434,219 | +30.5% | 106,952 | +32.0% | 0.38% | +29.6% |
| Q1 2023 | $2,632,203 | +73.3% | 81,016 | +82.3% | 0.30% | +50.8% |
| Q4 2014 | $1,519,000 | +3.5% | 44,434 | +3.4% | 0.20% | -23.9% |
| Q3 2014 | $1,467,000 | -2.1% | 42,969 | -1.1% | 0.26% | +2.8% |
| Q2 2014 | $1,498,000 | +60.4% | 43,464 | +58.3% | 0.25% | +26.0% |
| Q1 2014 | $934,000 | +38.8% | 27,461 | +37.0% | 0.20% | +19.8% |
| Q4 2013 | $673,000 | -4.8% | 20,040 | -4.3% | 0.17% | -17.3% |
| Q3 2013 | $707,000 | – | 20,946 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 659,457 | $24,519,000 | 19.80% |
| SevenOneSeven Capital Management | 49,346 | $1,835,000 | 15.70% |
| Adams Wealth Management | 386,128 | $14,356,000 | 9.02% |
| ERTS Wealth Advisors, LLC | 627,210 | $23,320,000 | 7.57% |
| Occidental Asset Management, LLC | 539,701 | $20,066,000 | 6.65% |
| TRUEFG, LLC | 298,077 | $11,083,000 | 6.64% |
| Copperleaf Capital, LLC | 192,335 | $7,151,000 | 6.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,138,472 | $42,329,000 | 6.01% |
| HNP Capital LLC | 492,742 | $18,320,000 | 6.00% |
| CLIENT 1ST ADVISORY GROUP, LLC | 243,881 | $9,024,000 | 5.86% |