SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,439 | +17.2% | 32,096 | +19.7% | 0.12% | +19.6% |
| Q2 2023 | $860,960 | -2.2% | 26,813 | -1.1% | 0.10% | -13.4% |
| Q1 2023 | $880,428 | +5.2% | 27,098 | +3.1% | 0.11% | -3.4% |
| Q4 2022 | $836,926 | +191.6% | 26,293 | +187.4% | 0.12% | +176.2% |
| Q3 2022 | $287,000 | +12.1% | 9,148 | +16.6% | 0.04% | +16.7% |
| Q2 2022 | $256,000 | -16.1% | 7,848 | -12.2% | 0.04% | -5.3% |
| Q1 2022 | $305,000 | +36.2% | 8,941 | +44.3% | 0.04% | +40.7% |
| Q4 2021 | $224,000 | -64.0% | 6,194 | -63.3% | 0.03% | -84.0% |
| Q3 2020 | $622,000 | +4.4% | 16,873 | +3.5% | 0.17% | -5.6% |
| Q2 2020 | $596,000 | +20.4% | 16,306 | +12.3% | 0.18% | -0.6% |
| Q1 2020 | $495,000 | +115.2% | 14,519 | +121.9% | 0.18% | +176.9% |
| Q4 2019 | $230,000 | – | 6,543 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 617,653 | $20,407,000 | 19.12% |
| Great Point Wealth Advisors, LLC | 417,669 | $13,799,000 | 13.05% |
| PARK AVENUE SECURITIES LLC | 1,517,110 | $50,398,000 | 7.73% |
| DeGreen Capital Management LLC | 424,098 | $140,122,000 | 7.67% |
| TPG Financial Advisors, LLC | 194,565 | $6,428,000 | 6.98% |
| ALLIANZ INVESTMENT MANAGEMENT LLC | 2,000,000 | $66,080,000 | 6.70% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,175,935 | $38,853,000 | 6.43% |
| WRAPMANAGER INC | 498,613 | $16,474,000 | 5.84% |
| Occidental Asset Management, LLC | 255,770 | $8,451,000 | 4.78% |
| Willow Creek Wealth Management Inc. | 222,318 | $7,345,000 | 3.90% |