SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $882,621 | -2.1% | 28,064 | -0.0% | 0.00% | +200.0% |
| Q2 2023 | $901,233 | +111.7% | 28,067 | +114.2% | 0.00% | -88.9% |
| Q1 2023 | $425,745 | +2.1% | 13,103 | -0.0% | 0.01% | +80.0% |
| Q4 2022 | $417,092 | +1.5% | 13,104 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $411,000 | -4.0% | 13,104 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $428,000 | -4.5% | 13,103 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $448,000 | -5.5% | 13,103 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $474,000 | -1.0% | 13,103 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $479,000 | -0.4% | 13,103 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $481,000 | +1.3% | 13,103 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $475,000 | -2.5% | 13,103 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $487,000 | +1.0% | 13,103 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $482,000 | – | 13,103 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 295,416 | $9,488,755 | 8.64% |
| ERTS Wealth Advisors, LLC | 1,047,573 | $34,035,634 | 8.25% |
| Flagstone Financial Management | 414,271 | $13,459,653 | 6.72% |
| Buckingham Capital Management, Inc. | 1,280,131 | $41,591,456 | 6.65% |
| Burt Wealth Advisors | 637,234 | $20,703,733 | 6.43% |
| Leicht Financial Planning & Wealth Management, Inc. | 314,342 | $10,212,969 | 6.29% |
| Astoria Portfolio Advisors LLC. | 454,116 | $14,808,709 | 6.26% |
| Allianz Investment Management U.S. LLC | 3,437,122 | $111,637,723 | 6.18% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 252,891 | $8,216,436 | 5.88% |
| Hofer & Associates. Inc | 156,464 | $4,980,257 | 4.98% |