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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |