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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $248,000 | -57.9% | 7,274 | -54.8% | 0.02% | -61.5% |
| Q4 2021 | $589,000 | +153.9% | 16,095 | +153.6% | 0.05% | +160.0% |
| Q3 2021 | $232,000 | -60.6% | 6,346 | -60.6% | 0.02% | -61.5% |
| Q2 2021 | $589,000 | +128.3% | 16,095 | +132.2% | 0.05% | +67.7% |
| Q4 2020 | $258,000 | -19.9% | 6,933 | -21.0% | 0.03% | -29.5% |
| Q3 2020 | $322,000 | -19.7% | 8,774 | -20.1% | 0.04% | -24.1% |
| Q2 2020 | $401,000 | +85.6% | 10,983 | +72.6% | 0.06% | +1.8% |
| Q1 2020 | $216,000 | – | 6,364 | – | 0.06% | – |
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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% |