SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 288 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,332 | -0.2% | 26,656 | +1.9% | 0.10% | +1.1% |
| Q2 2023 | $840,322 | +22.2% | 26,170 | +23.6% | 0.09% | +14.6% |
| Q1 2023 | $687,653 | +3.9% | 21,165 | +1.7% | 0.08% | -1.2% |
| Q4 2022 | $662,108 | +6.3% | 20,801 | +4.6% | 0.08% | -2.4% |
| Q3 2022 | $623,000 | +24.1% | 19,895 | +43.4% | 0.08% | +41.7% |
| Q4 2021 | $502,000 | -0.8% | 13,878 | +0.1% | 0.06% | -6.2% |
| Q3 2021 | $506,000 | +12.7% | 13,861 | +13.3% | 0.06% | +8.5% |
| Q2 2021 | $449,000 | +12.0% | 12,239 | +10.6% | 0.06% | 0.0% |
| Q1 2021 | $401,000 | -4.1% | 11,063 | -1.5% | 0.06% | -10.6% |
| Q4 2020 | $418,000 | +198.6% | 11,231 | +195.8% | 0.07% | +164.0% |
| Q3 2020 | $140,000 | +22.8% | 3,797 | +21.3% | 0.02% | +19.0% |
| Q2 2020 | $114,000 | +17.5% | 3,129 | +9.2% | 0.02% | 0.0% |
| Q1 2020 | $97,000 | +212.9% | 2,865 | +227.8% | 0.02% | +250.0% |
| Q4 2019 | $31,000 | +72.2% | 874 | +66.8% | 0.01% | +50.0% |
| Q3 2019 | $18,000 | 0.0% | 524 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | – | 524 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |