SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,191,735 | +7.3% | 37,893 | +9.5% | 0.55% | +7.5% |
| Q2 2023 | $1,110,781 | +3.1% | 34,593 | +4.3% | 0.51% | -10.1% |
| Q1 2023 | $1,077,726 | +2.8% | 33,171 | +0.7% | 0.56% | -9.9% |
| Q4 2022 | $1,048,098 | +1.5% | 32,928 | +1.1% | 0.63% | -19.6% |
| Q3 2022 | $1,033,000 | -18.4% | 32,577 | -14.4% | 0.78% | -30.2% |
| Q2 2022 | $1,266,000 | -12.4% | 38,044 | -13.4% | 1.12% | -21.7% |
| Q1 2022 | $1,445,000 | -10.7% | 43,912 | -2.8% | 1.43% | -4.0% |
| Q4 2021 | $1,618,000 | – | 45,197 | – | 1.49% | – |
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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% |