SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 226 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,245 | -11.2% | 8,116 | -9.3% | 0.02% | -10.7% |
| Q2 2023 | $287,332 | +2.5% | 8,948 | +3.7% | 0.03% | -15.2% |
| Q1 2023 | $280,376 | +0.8% | 8,630 | -1.2% | 0.03% | 0.0% |
| Q4 2022 | $278,018 | +2.6% | 8,734 | +1.0% | 0.03% | -5.7% |
| Q3 2022 | $271,000 | -6.2% | 8,647 | -2.5% | 0.04% | 0.0% |
| Q2 2022 | $289,000 | -5.9% | 8,868 | -1.5% | 0.04% | +6.1% |
| Q1 2022 | $307,000 | -5.5% | 9,000 | +0.0% | 0.03% | -15.4% |
| Q4 2021 | $325,000 | -1.5% | 8,998 | -0.5% | 0.04% | -7.1% |
| Q3 2021 | $330,000 | -0.6% | 9,047 | -0.1% | 0.04% | 0.0% |
| Q2 2021 | $332,000 | +0.3% | 9,055 | -0.7% | 0.04% | -10.6% |
| Q1 2021 | $331,000 | +1.8% | 9,121 | +4.2% | 0.05% | -2.1% |
| Q4 2020 | $325,000 | +0.3% | 8,754 | -0.8% | 0.05% | -21.3% |
| Q3 2020 | $324,000 | -3.9% | 8,821 | -4.3% | 0.06% | -10.3% |
| Q2 2020 | $337,000 | -13.4% | 9,213 | -19.4% | 0.07% | -28.4% |
| Q1 2020 | $389,000 | +155.9% | 11,428 | +166.2% | 0.10% | +131.7% |
| Q4 2019 | $152,000 | +67.0% | 4,293 | +65.6% | 0.04% | +64.0% |
| Q3 2019 | $91,000 | -85.8% | 2,592 | -85.9% | 0.02% | -87.2% |
| Q2 2019 | $642,000 | +8.4% | 18,400 | +6.2% | 0.20% | -11.4% |
| Q1 2019 | $592,000 | +73.1% | 17,328 | +67.4% | 0.22% | +50.7% |
| Q4 2018 | $342,000 | -90.6% | 10,354 | -90.5% | 0.15% | -91.4% |
| Q3 2018 | $3,622,000 | +15.5% | 108,764 | +15.5% | 1.70% | +8.2% |
| Q2 2018 | $3,136,000 | +19.6% | 94,193 | +20.5% | 1.57% | +7.3% |
| Q1 2018 | $2,621,000 | +13.1% | 78,153 | +15.4% | 1.46% | +7.6% |
| Q4 2017 | $2,317,000 | – | 67,713 | – | 1.36% | – |
Download | ||||||
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% |