SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 111 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,349 | -78.3% | 42 | -78.0% | 0.00% | -100.0% |
| Q1 2023 | $6,206 | -98.8% | 191 | -98.6% | 0.00% | -98.0% |
| Q3 2020 | $510,000 | -6.4% | 13,860 | -6.3% | 0.05% | -10.7% |
| Q2 2020 | $545,000 | +15.0% | 14,793 | +10.1% | 0.06% | -9.7% |
| Q1 2020 | $474,000 | +26.7% | 13,439 | +28.4% | 0.06% | +40.9% |
| Q4 2019 | $374,000 | -3.6% | 10,467 | -5.3% | 0.04% | -17.0% |
| Q3 2019 | $388,000 | +29.3% | 11,051 | +29.0% | 0.05% | +17.8% |
| Q2 2019 | $300,000 | -2.0% | 8,565 | -4.3% | 0.04% | -6.2% |
| Q1 2019 | $306,000 | -4.7% | 8,951 | -6.1% | 0.05% | -7.7% |
| Q4 2018 | $321,000 | +12.2% | 9,529 | +9.5% | 0.05% | 0.0% |
| Q3 2018 | $286,000 | -95.4% | 8,700 | +4787.6% | 0.05% | +2500.0% |
| Q3 2016 | $6,177,000 | -0.8% | 178 | -69.7% | 0.00% | +100.0% |
| Q2 2016 | $6,224,000 | – | 587 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |