SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 324 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $774,000 | +34.1% | 20,824 | +32.6% | 0.28% | +16.9% |
| Q3 2020 | $577,000 | +148.7% | 15,700 | +147.4% | 0.24% | +86.6% |
| Q2 2020 | $232,000 | +5.0% | 6,346 | -2.3% | 0.13% | -17.0% |
| Q1 2020 | $221,000 | -49.9% | 6,494 | -48.0% | 0.15% | -29.8% |
| Q4 2019 | $441,000 | -0.9% | 12,480 | -1.1% | 0.22% | -17.1% |
| Q3 2019 | $445,000 | +95.2% | 12,624 | +93.1% | 0.26% | +86.5% |
| Q2 2019 | $228,000 | +5.6% | 6,536 | +0.7% | 0.14% | -26.6% |
| Q2 2018 | $216,000 | -20.9% | 6,488 | -20.4% | 0.19% | -16.9% |
| Q1 2018 | $273,000 | -11.4% | 8,153 | -9.7% | 0.23% | -19.8% |
| Q4 2017 | $308,000 | – | 9,033 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |