SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $553,678 | -12.0% | 16,865 | -15.7% | 0.25% | -18.5% |
| Q3 2023 | $629,472 | -2.0% | 20,015 | +0.0% | 0.31% | +2.3% |
| Q2 2023 | $642,361 | -21.8% | 20,005 | -20.9% | 0.30% | -25.7% |
| Q1 2023 | $821,477 | -1.5% | 25,284 | -3.5% | 0.40% | +2.0% |
| Q4 2022 | $834,328 | -4.3% | 26,212 | -5.8% | 0.40% | -8.5% |
| Q3 2022 | $872,000 | +2.8% | 27,829 | +7.1% | 0.43% | +3.8% |
| Q2 2022 | $848,000 | – | 25,994 | – | 0.42% | – |
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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% |