SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 349 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $204,000 | -3.8% | 6,247 | +0.7% | 0.02% | +20.0% |
| Q1 2022 | $212,000 | -6.6% | 6,204 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $227,000 | 0.0% | 6,204 | 0.0% | 0.02% | -14.3% |
| Q3 2021 | $227,000 | -0.4% | 6,204 | 0.0% | 0.02% | +23.5% |
| Q2 2021 | $228,000 | +1.3% | 6,204 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $225,000 | -2.6% | 6,204 | 0.0% | 0.02% | -9.5% |
| Q4 2020 | $231,000 | +1.3% | 6,204 | 0.0% | 0.02% | -12.5% |
| Q3 2020 | $228,000 | -42.0% | 6,204 | -42.3% | 0.02% | -46.7% |
| Q2 2020 | $393,000 | +6.8% | 10,754 | -0.6% | 0.04% | -16.7% |
| Q1 2020 | $368,000 | -3.7% | 10,816 | -0.1% | 0.05% | +14.9% |
| Q4 2019 | $382,000 | +0.8% | 10,830 | +0.8% | 0.05% | -6.0% |
| Q3 2019 | $379,000 | – | 10,739 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |