SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 382 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,324,139 | -3.7% | 137,493 | -1.7% | 0.60% | -2.3% |
| Q2 2023 | $4,490,968 | +2.5% | 139,862 | +3.7% | 0.61% | +1.0% |
| Q1 2023 | $4,382,810 | +4.1% | 134,897 | +2.0% | 0.60% | -1.3% |
| Q4 2022 | $4,210,532 | +3.2% | 132,282 | +1.6% | 0.61% | -5.0% |
| Q3 2022 | $4,080,000 | +1199.4% | 130,258 | +1443.0% | 0.64% | +955.7% |
| Q4 2020 | $314,000 | -38.6% | 8,442 | -41.0% | 0.06% | -59.6% |
| Q4 2019 | $511,000 | -8.8% | 14,312 | -9.9% | 0.15% | -23.7% |
| Q3 2019 | $560,000 | +1.3% | 15,887 | +0.2% | 0.20% | -6.6% |
| Q2 2019 | $553,000 | – | 15,859 | – | 0.21% | – |
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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% |