SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,669,279 | +1448.2% | 116,670 | +1445.1% | 0.24% | +868.0% |
| Q3 2022 | $237,000 | -43.2% | 7,551 | -41.0% | 0.02% | -34.2% |
| Q2 2022 | $417,000 | -53.8% | 12,794 | -48.7% | 0.04% | -41.5% |
| Q4 2021 | $902,000 | -29.6% | 24,954 | -28.9% | 0.06% | -40.4% |
| Q3 2021 | $1,281,000 | -33.7% | 35,081 | -33.4% | 0.11% | -36.3% |
| Q2 2021 | $1,933,000 | -4.2% | 52,665 | -5.4% | 0.17% | -20.1% |
| Q1 2021 | $2,018,000 | -47.8% | 55,673 | -46.4% | 0.21% | -59.8% |
| Q4 2020 | $3,863,000 | +188.7% | 103,892 | +185.4% | 0.53% | +63.5% |
| Q3 2020 | $1,338,000 | +92.0% | 36,397 | +90.8% | 0.33% | +52.3% |
| Q2 2020 | $697,000 | – | 19,079 | – | 0.21% | – |
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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% |