SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 264 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $216,000 | -9.2% | 6,896 | -5.6% | 0.02% | -4.5% |
| Q2 2022 | $238,000 | +11.2% | 7,306 | +16.4% | 0.02% | +29.4% |
| Q1 2022 | $214,000 | -64.5% | 6,275 | -61.8% | 0.02% | -59.5% |
| Q2 2021 | $603,000 | +5.4% | 16,436 | +4.2% | 0.04% | -4.5% |
| Q1 2021 | $572,000 | -17.7% | 15,766 | -15.6% | 0.04% | -21.4% |
| Q4 2020 | $695,000 | -14.9% | 18,686 | -15.9% | 0.06% | -11.1% |
| Q3 2020 | $817,000 | -15.0% | 22,214 | -15.3% | 0.06% | -14.9% |
| Q2 2020 | $961,000 | +27.5% | 26,216 | +18.5% | 0.07% | -17.8% |
| Q1 2020 | $754,000 | -8.5% | 22,130 | -4.8% | 0.09% | +172.7% |
| Q4 2019 | $824,000 | +133.4% | 23,241 | +132.2% | 0.03% | -10.8% |
| Q3 2019 | $353,000 | +21.3% | 10,008 | +20.2% | 0.04% | +27.6% |
| Q2 2019 | $291,000 | -7.6% | 8,327 | -12.8% | 0.03% | -25.6% |
| Q4 2018 | $315,000 | -82.6% | 9,545 | -82.3% | 0.04% | -72.1% |
| Q1 2018 | $1,811,000 | -0.2% | 53,995 | +1.8% | 0.14% | -0.7% |
| Q4 2017 | $1,814,000 | -0.4% | 53,016 | +0.4% | 0.14% | -13.0% |
| Q3 2017 | $1,822,000 | +1.1% | 52,806 | +0.0% | 0.16% | -12.0% |
| Q1 2017 | $1,802,000 | +2.9% | 52,803 | +2.2% | 0.18% | -17.9% |
| Q4 2016 | $1,752,000 | – | 51,669 | – | 0.22% | – |
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% |