SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 208 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $13,000 | -38.1% | 383 | -36.7% | 0.01% | -61.5% |
| Q4 2019 | $21,000 | 0.0% | 605 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $21,000 | -8.7% | 605 | -7.6% | 0.01% | -6.7% |
| Q2 2019 | $23,000 | +228.6% | 655 | +219.5% | 0.02% | +200.0% |
| Q1 2019 | $7,000 | 0.0% | 205 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $7,000 | 0.0% | 205 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $7,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 205 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $7,000 | -36.4% | 205 | -36.9% | 0.01% | -25.0% |
| Q4 2017 | $11,000 | – | 325 | – | 0.01% | – |
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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% |