SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,695,943 | +94.2% | 435,483 | +98.2% | 0.65% | +76.8% |
| Q2 2023 | $7,054,282 | +8.9% | 219,691 | +10.2% | 0.37% | -3.4% |
| Q1 2023 | $6,474,911 | +14.1% | 199,289 | +11.8% | 0.38% | -2.3% |
| Q4 2022 | $5,675,974 | +2143.5% | 178,322 | +2362.0% | 0.39% | +846.3% |
| Q2 2019 | $253,000 | -46.7% | 7,243 | -47.9% | 0.04% | -54.4% |
| Q1 2019 | $475,000 | +79.2% | 13,914 | +75.8% | 0.09% | +60.7% |
| Q4 2018 | $265,000 | – | 7,914 | – | 0.06% | – |
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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% |