SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,854,462 | -0.8% | 217,947 | +1.3% | 0.57% | -0.2% |
| Q2 2023 | $6,908,897 | +48.6% | 215,163 | +50.4% | 0.57% | +30.4% |
| Q1 2023 | $4,648,209 | +37.4% | 143,066 | +34.6% | 0.44% | +26.2% |
| Q4 2022 | $3,383,439 | +141.8% | 106,297 | +138.0% | 0.35% | +114.2% |
| Q3 2022 | $1,399,000 | +6.5% | 44,663 | +11.0% | 0.16% | +10.2% |
| Q2 2022 | $1,313,000 | +43.0% | 40,228 | +49.7% | 0.15% | +67.0% |
| Q1 2022 | $918,000 | -2.0% | 26,879 | +3.7% | 0.09% | -1.1% |
| Q4 2021 | $937,000 | +295.4% | 25,919 | +307.1% | 0.09% | +206.9% |
| Q4 2020 | $237,000 | +134.7% | 6,366 | +131.0% | 0.03% | +107.1% |
| Q3 2020 | $101,000 | -24.1% | 2,756 | -24.6% | 0.01% | -30.0% |
| Q2 2020 | $133,000 | +731.2% | 3,653 | +654.8% | 0.02% | +566.7% |
| Q3 2018 | $16,000 | +220.0% | 484 | +184.7% | 0.00% | +200.0% |
| Q2 2018 | $5,000 | – | 170 | – | 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% |