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 | $790,093 | +5.1% | 25,121 | +7.3% | 0.01% | -16.7% |
Q2 2023 | $751,951 | -25.8% | 23,417 | -24.9% | 0.01% | -29.4% |
Q1 2023 | $1,013,251 | +96.7% | 31,186 | +106.7% | 0.02% | +142.9% |
Q1 2022 | $515,000 | +126.9% | 15,084 | +144.0% | 0.01% | -12.5% |
Q2 2021 | $227,000 | -3.8% | 6,181 | -2.2% | 0.01% | -50.0% |
Q4 2020 | $236,000 | -53.4% | 6,319 | -54.1% | 0.02% | -67.3% |
Q3 2020 | $506,000 | – | 13,772 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |