SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 123 filers reported holding SPDR SER TR in Q4 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. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |