SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 382 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,576 | +1773.8% | 6,791 | +1813.0% | 0.01% | – |
| Q2 2023 | $11,398 | -8.4% | 355 | -7.3% | 0.00% | – |
| Q1 2023 | $12,442 | +33.0% | 383 | +30.3% | 0.00% | – |
| Q4 2022 | $9,357 | +17.0% | 294 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | +33.3% | 294 | +58.1% | 0.00% | – |
| Q2 2022 | $6,000 | -68.4% | 186 | -66.5% | 0.00% | -100.0% |
| Q4 2021 | $19,000 | +46.2% | 556 | +49.5% | 0.00% | – |
| Q3 2021 | $13,000 | +85.7% | 372 | +81.5% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | 0.0% | 205 | -4.7% | 0.00% | -100.0% |
| Q4 2019 | $7,000 | 0.0% | 215 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | – | 213 | – | 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% |