SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 288 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $288,000 | -6.2% | 7,772 | -7.8% | 0.12% | -21.5% |
| Q3 2020 | $307,000 | 0.0% | 8,428 | 0.0% | 0.16% | 0.0% |
| Q2 2020 | $307,000 | -75.9% | 8,428 | -77.5% | 0.16% | -85.2% |
| Q1 2020 | $1,274,000 | -95.1% | 37,463 | -94.9% | 1.06% | -93.3% |
| Q4 2019 | $25,828,000 | +7.7% | 731,477 | +7.6% | 15.97% | -2.3% |
| Q3 2019 | $23,988,000 | +31.6% | 679,957 | +30.3% | 16.34% | +11.0% |
| Q2 2019 | $18,224,000 | +11.8% | 521,756 | +9.4% | 14.72% | +6.3% |
| Q1 2019 | $16,303,000 | +18.1% | 477,124 | +14.2% | 13.85% | +6.1% |
| Q4 2018 | $13,799,000 | – | 417,669 | – | 13.05% | – |
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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% |