SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,603,774 | +16.4% | 1,736,209 | +18.8% | 8.32% | +19.0% |
| Q2 2023 | $46,920,614 | +12.8% | 1,461,246 | +14.1% | 6.99% | +5.1% |
| Q1 2023 | $41,591,456 | +23.6% | 1,280,131 | +21.1% | 6.65% | +13.6% |
| Q4 2022 | $33,636,989 | +109.1% | 1,056,770 | +105.7% | 5.86% | +87.7% |
| Q3 2022 | $16,089,000 | +804.4% | 513,695 | +842.5% | 3.12% | +836.6% |
| Q2 2022 | $1,779,000 | – | 54,506 | – | 0.33% | – |
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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% |