SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 310 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608,090 | +14.1% | 51,132 | +16.5% | 0.07% | +17.5% |
| Q2 2023 | $1,409,366 | +60.9% | 43,892 | +62.8% | 0.06% | +65.8% |
| Q1 2023 | $875,738 | +31.6% | 26,954 | +28.9% | 0.04% | +18.8% |
| Q4 2022 | $665,425 | +1009.0% | 20,906 | +1160.2% | 0.03% | +700.0% |
| Q1 2021 | $60,000 | +185.7% | 1,659 | +165.4% | 0.00% | +33.3% |
| Q1 2020 | $21,000 | +10.5% | 625 | +17.5% | 0.00% | +50.0% |
| Q4 2019 | $19,000 | +5.6% | 532 | +2.1% | 0.00% | -33.3% |
| Q3 2019 | $18,000 | +5.9% | 521 | +4.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 501 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | 0.0% | 501 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | 0.0% | 501 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | 0.0% | 501 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | -5.6% | 501 | -7.6% | 0.00% | -25.0% |
| Q1 2018 | $18,000 | -5.3% | 542 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $19,000 | +280.0% | 542 | +281.7% | 0.01% | +400.0% |
| Q3 2017 | $5,000 | 0.0% | 142 | -5.3% | 0.00% | -75.0% |
| Q2 2016 | $5,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,723,588 | $58,981,000 | 9.17% |
| MISSION WEALTH MANAGEMENT, LP | 1,312,731 | $44,921,000 | 7.69% |
| Wealth Alliance Advisory Group, LLC | 184,550 | $6,315,000 | 5.67% |
| Eagle Ridge Investment Management | 505,173 | $17,287,000 | 2.67% |
| Jackson Wealth Management, LLC | 265,506 | $9,064,000 | 2.30% |
| Charles Schwab Investment Advisory, Inc. | 18,688,939 | $639,535,000 | 2.30% |
| Wellesley Investment Partners, LLC | 352,084 | $12,048,000 | 2.28% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,783,330 | $197,906,000 | 2.26% |
| Braun-Bostich & Associates Inc. | 74,822 | $2,560,000 | 2.17% |
| Probity Advisors, Inc. | 168,609 | $5,769,000 | 2.02% |