SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 288 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $304,000 | -35.0% | 7,825 | -36.4% | 0.18% | -32.7% |
| Q4 2020 | $468,000 | +87.2% | 12,301 | +88.5% | 0.26% | +81.8% |
| Q3 2020 | $250,000 | +2.9% | 6,524 | -0.4% | 0.14% | -29.6% |
| Q2 2020 | $243,000 | -24.1% | 6,547 | -30.5% | 0.20% | -38.3% |
| Q1 2020 | $320,000 | +20.3% | 9,425 | +24.8% | 0.33% | +78.8% |
| Q4 2019 | $266,000 | -8.9% | 7,550 | -8.9% | 0.18% | -18.2% |
| Q3 2019 | $292,000 | -4.6% | 8,284 | -5.3% | 0.22% | +25.7% |
| Q2 2019 | $306,000 | +1.3% | 8,747 | -1.3% | 0.18% | -8.2% |
| Q1 2019 | $302,000 | -1.3% | 8,860 | -4.1% | 0.20% | -24.7% |
| Q4 2018 | $306,000 | -17.1% | 9,235 | -16.7% | 0.26% | -28.1% |
| Q3 2018 | $369,000 | – | 11,087 | – | 0.36% | – |
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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% |