SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,011 | +10.8% | 14,341 | +13.1% | 0.30% | +7.9% |
| Q2 2023 | $407,185 | +5.6% | 12,681 | +6.8% | 0.28% | -2.5% |
| Q1 2023 | $385,699 | +1.2% | 11,871 | -0.8% | 0.28% | -2.4% |
| Q4 2022 | $381,000 | +1.3% | 11,962 | -0.4% | 0.29% | -5.2% |
| Q3 2022 | $376,000 | -5.5% | 12,014 | -1.4% | 0.31% | -1.9% |
| Q2 2022 | $398,000 | +7.0% | 12,185 | +11.9% | 0.31% | +22.7% |
| Q1 2022 | $372,000 | -5.8% | 10,886 | -0.3% | 0.26% | +2.0% |
| Q4 2021 | $395,000 | -0.8% | 10,919 | +0.1% | 0.25% | -9.7% |
| Q3 2021 | $398,000 | +0.8% | 10,911 | +1.3% | 0.28% | +1.8% |
| Q2 2021 | $395,000 | +1.3% | 10,766 | +0.1% | 0.27% | -2.5% |
| Q1 2021 | $390,000 | +26.2% | 10,756 | +29.4% | 0.28% | +15.2% |
| Q4 2020 | $309,000 | +221.9% | 8,315 | +186.7% | 0.24% | +196.3% |
| Q2 2018 | $96,000 | 0.0% | 2,900 | +0.4% | 0.08% | -1.2% |
| Q1 2018 | $96,000 | +2.1% | 2,889 | +4.6% | 0.08% | -3.5% |
| Q4 2017 | $94,000 | – | 2,762 | – | 0.09% | – |
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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% |