SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 269 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,000 | -97.6% | 37 | -96.8% | 0.00% | -100.0% |
| Q2 2021 | $42,000 | -79.7% | 1,152 | -79.8% | 0.02% | -81.1% |
| Q1 2021 | $207,000 | -60.2% | 5,715 | -59.1% | 0.10% | -59.7% |
| Q4 2020 | $520,000 | -31.9% | 13,982 | -32.8% | 0.24% | -37.9% |
| Q3 2020 | $764,000 | -25.2% | 20,792 | -25.6% | 0.38% | -30.3% |
| Q2 2020 | $1,021,000 | -54.1% | 27,944 | -56.1% | 0.54% | -60.4% |
| Q2 2019 | $2,222,000 | +1.0% | 63,603 | -1.2% | 1.38% | -8.1% |
| Q1 2019 | $2,199,000 | +4.9% | 64,352 | +1.4% | 1.50% | -10.2% |
| Q4 2018 | $2,097,000 | – | 63,472 | – | 1.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |