SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 315 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,499,199 | -0.8% | 112,406 | +1.6% | 0.41% | +4.1% |
| Q2 2023 | $3,527,149 | -10.8% | 110,673 | -8.7% | 0.39% | -18.2% |
| Q1 2023 | $3,952,723 | -0.5% | 121,212 | -1.5% | 0.48% | -5.3% |
| Q4 2022 | $3,971,663 | +56.3% | 123,076 | +76.9% | 0.51% | -40.0% |
| Q2 2020 | $2,541,000 | +51.9% | 69,568 | +47.0% | 0.84% | -9.5% |
| Q3 2019 | $1,673,000 | +633.8% | 47,333 | +620.3% | 0.93% | +457.5% |
| Q2 2019 | $228,000 | – | 6,571 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NOTTINGHAM ADVISORS, INC. | 55,726 | $715,536,000 | 43.48% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 653,081 | $23,857,000 | 21.55% |
| MainStreet Investment Advisors LLC | 3,677,353 | $134,334,000 | 9.19% |
| Occidental Asset Management, LLC | 522,790 | $19,098,000 | 8.44% |
| TRUEFG, LLC | 261,765 | $9,562,000 | 7.22% |
| Adams Wealth Management | 188,163 | $6,874,000 | 7.03% |
| Leicht Financial Planning & Wealth Management, Inc. | 235,183 | $8,591,000 | 6.82% |
| ERTS Wealth Advisors, LLC | 459,526 | $16,786,000 | 6.78% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,053,610 | $38,488,000 | 6.28% |
| Focused Wealth Management, Inc | 734,818 | $26,843,000 | 6.22% |