SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 315 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,793,605 | +4.1% | 145,658 | +1.8% | 0.40% | -4.5% |
| Q1 2024 | $4,606,099 | +25.7% | 143,091 | +27.5% | 0.42% | +12.0% |
| Q4 2023 | $3,663,069 | +4.7% | 112,192 | -0.2% | 0.38% | -8.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |