SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,126 | -2.1% | 163 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5,234 | -1.2% | 163 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $5,296 | +2.1% | 163 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5,188 | +3.8% | 163 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | +400.0% | 163 | +482.1% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | -98.9% | 28 | -98.9% | 0.00% | -100.0% |
Q4 2021 | $94,000 | -3.1% | 2,614 | -1.3% | 0.02% | -21.1% |
Q3 2021 | $97,000 | +4750.0% | 2,648 | +4241.0% | 0.02% | – |
Q2 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | -100.0% |
Q1 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $2,000 | +100.0% | 61 | +117.9% | 0.00% | – |
Q3 2020 | $1,000 | – | 28 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,723,588 | $58,981,000 | 9.17% |
MISSION WEALTH MANAGEMENT, LP | 1,312,731 | $44,921,000 | 7.69% |
Wealth Alliance Advisory Group, LLC | 184,550 | $6,315,000 | 5.67% |
Eagle Ridge Investment Management | 505,173 | $17,287,000 | 2.67% |
Jackson Wealth Management, LLC | 265,506 | $9,064,000 | 2.30% |
Charles Schwab Investment Advisory, Inc. | 18,688,939 | $639,535,000 | 2.30% |
Wellesley Investment Partners, LLC | 352,084 | $12,048,000 | 2.28% |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,783,330 | $197,906,000 | 2.26% |
Braun-Bostich & Associates Inc. | 74,822 | $2,560,000 | 2.17% |
Probity Advisors, Inc. | 168,609 | $5,769,000 | 2.02% |