SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $702,171 | -74.7% | 21,460 | -75.8% | 0.41% | -76.3% |
| Q3 2022 | $2,776,000 | -4.9% | 88,649 | -0.9% | 1.71% | -3.7% |
| Q2 2022 | $2,920,000 | -4.9% | 89,480 | -2.4% | 1.78% | +1.2% |
| Q1 2022 | $3,070,000 | +1.6% | 91,695 | +9.7% | 1.76% | +6.2% |
| Q4 2021 | $3,022,000 | -2.3% | 83,599 | -1.9% | 1.66% | -2.5% |
| Q3 2021 | $3,092,000 | +0.5% | 85,222 | +2.2% | 1.70% | -3.5% |
| Q2 2021 | $3,077,000 | +6.7% | 83,406 | +5.4% | 1.76% | +3.5% |
| Q1 2021 | $2,885,000 | -5.3% | 79,114 | -3.8% | 1.70% | -11.0% |
| Q4 2020 | $3,045,000 | – | 82,270 | – | 1.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 659,457 | $24,519,000 | 19.80% |
| SevenOneSeven Capital Management | 49,346 | $1,835,000 | 15.70% |
| Adams Wealth Management | 386,128 | $14,356,000 | 9.02% |
| ERTS Wealth Advisors, LLC | 627,210 | $23,320,000 | 7.57% |
| Occidental Asset Management, LLC | 539,701 | $20,066,000 | 6.65% |
| TRUEFG, LLC | 298,077 | $11,083,000 | 6.64% |
| Copperleaf Capital, LLC | 192,335 | $7,151,000 | 6.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,138,472 | $42,329,000 | 6.01% |
| HNP Capital LLC | 492,742 | $18,320,000 | 6.00% |
| CLIENT 1ST ADVISORY GROUP, LLC | 243,881 | $9,024,000 | 5.86% |