SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 173 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,050 | -19.9% | 9,000 | -18.2% | 0.13% | -13.9% |
| Q2 2023 | $353,210 | -1.2% | 11,000 | 0.0% | 0.15% | -3.2% |
| Q1 2023 | $357,390 | +2.1% | 11,000 | 0.0% | 0.16% | -20.8% |
| Q4 2022 | $350,130 | +1.5% | 11,000 | 0.0% | 0.20% | +13.9% |
| Q3 2022 | $345,000 | -3.9% | 11,000 | 0.0% | 0.17% | +7.5% |
| Q2 2022 | $359,000 | -4.5% | 11,000 | 0.0% | 0.16% | +2.5% |
| Q1 2022 | $376,000 | -5.5% | 11,000 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $398,000 | -1.0% | 11,000 | 0.0% | 0.16% | -5.4% |
| Q3 2021 | $402,000 | -0.5% | 11,000 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $404,000 | +8.6% | 11,000 | +10.0% | 0.16% | -4.6% |
| Q1 2021 | $372,000 | 0.0% | 10,000 | 0.0% | 0.17% | -0.6% |
| Q4 2020 | $372,000 | +1.1% | 10,000 | 0.0% | 0.17% | -15.9% |
| Q3 2020 | $368,000 | -4.2% | 10,000 | -4.8% | 0.21% | -8.8% |
| Q2 2020 | $384,000 | +7.6% | 10,500 | 0.0% | 0.23% | -10.6% |
| Q1 2020 | $357,000 | -3.8% | 10,500 | 0.0% | 0.25% | +20.4% |
| Q4 2019 | $371,000 | +0.3% | 10,500 | 0.0% | 0.21% | -1.4% |
| Q3 2019 | $370,000 | +0.8% | 10,500 | 0.0% | 0.21% | +2.4% |
| Q2 2019 | $367,000 | +2.2% | 10,500 | 0.0% | 0.21% | -4.1% |
| Q1 2019 | $359,000 | +3.5% | 10,500 | 0.0% | 0.22% | -16.5% |
| Q4 2018 | $347,000 | -0.9% | 10,500 | 0.0% | 0.26% | +10.6% |
| Q3 2018 | $350,000 | 0.0% | 10,500 | 0.0% | 0.24% | -2.9% |
| Q2 2018 | $350,000 | +9.7% | 10,500 | +10.5% | 0.24% | +3.4% |
| Q1 2018 | $319,000 | -1.8% | 9,500 | 0.0% | 0.24% | -14.2% |
| Q4 2017 | $325,000 | – | 9,500 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
| Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
| 1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
| TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
| Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
| Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
| OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |