SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 206 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $225,000 | -5.5% | 6,685 | +1.1% | 0.21% | +20.0% |
| Q4 2021 | $238,000 | -34.3% | 6,610 | -32.9% | 0.18% | -60.1% |
| Q3 2020 | $362,000 | -6.0% | 9,848 | -6.5% | 0.44% | -12.2% |
| Q2 2020 | $385,000 | -7.2% | 10,527 | -13.8% | 0.50% | -22.4% |
| Q1 2020 | $415,000 | -13.4% | 12,214 | -9.6% | 0.64% | +56.3% |
| Q4 2019 | $479,000 | -19.2% | 13,512 | -19.2% | 0.41% | -21.7% |
| Q3 2019 | $593,000 | +37.9% | 16,731 | +37.5% | 0.53% | +39.2% |
| Q2 2019 | $430,000 | +48.3% | 12,171 | +44.4% | 0.38% | +126.3% |
| Q1 2019 | $290,000 | +42.9% | 8,429 | +38.1% | 0.17% | +22.8% |
| Q4 2018 | $203,000 | -5.1% | 6,102 | -5.6% | 0.14% | +29.5% |
| Q3 2018 | $214,000 | +25.1% | 6,464 | +25.4% | 0.10% | +22.1% |
| Q2 2018 | $171,000 | +122.1% | 5,153 | +121.9% | 0.09% | +109.8% |
| Q1 2018 | $77,000 | +51.0% | 2,322 | +57.5% | 0.04% | +46.4% |
| Q4 2017 | $51,000 | – | 1,474 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |