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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,036,386 | +189.4% | 32,953 | +195.5% | 0.01% | +175.0% |
| Q2 2023 | $358,127 | -0.6% | 11,153 | +0.6% | 0.00% | -20.0% |
| Q1 2023 | $360,194 | -18.8% | 11,086 | -22.0% | 0.01% | -58.3% |
| Q4 2022 | $443,538 | +78.8% | 14,213 | +79.3% | 0.01% | +200.0% |
| Q3 2022 | $248,000 | -17.6% | 7,929 | -14.1% | 0.00% | -20.0% |
| Q2 2022 | $301,000 | -15.2% | 9,232 | -6.2% | 0.01% | 0.0% |
| Q4 2021 | $355,000 | -98.6% | 9,839 | +1213.6% | 0.01% | +25.0% |
| Q2 2017 | $25,721,000 | – | 749 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 659,457 | $24,519,000 | 19.80% |
| SevenOneSeven Capital Management | 49,346 | $1,835,000 | 15.70% |
| Adams Wealth Management | 386,128 | $14,356,000 | 9.02% |
| ERTS Wealth Advisors, LLC | 627,210 | $23,320,000 | 7.57% |
| Occidental Asset Management, LLC | 539,701 | $20,066,000 | 6.65% |
| TRUEFG, LLC | 298,077 | $11,083,000 | 6.64% |
| Copperleaf Capital, LLC | 192,335 | $7,151,000 | 6.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,138,472 | $42,329,000 | 6.01% |
| HNP Capital LLC | 492,742 | $18,320,000 | 6.00% |
| CLIENT 1ST ADVISORY GROUP, LLC | 243,881 | $9,024,000 | 5.86% |