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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,842 | -2.1% | 7,181 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $230,582 | -2.5% | 7,181 | -1.3% | 0.02% | -5.9% |
| Q1 2023 | $236,430 | +3.4% | 7,277 | +1.3% | 0.02% | 0.0% |
| Q4 2022 | $228,571 | +1.6% | 7,181 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $225,000 | -6.2% | 7,181 | -2.4% | 0.02% | +5.9% |
| Q2 2022 | $240,000 | -4.4% | 7,360 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $251,000 | – | 7,360 | – | 0.02% | – |
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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% |