SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |