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 | $266,348 | -1.6% | 8,469 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $270,567 | -0.5% | 8,426 | +0.7% | 0.01% | -16.7% |
| Q1 2023 | $271,919 | +2.5% | 8,369 | +0.4% | 0.01% | -14.3% |
| Q4 2022 | $265,201 | +4.0% | 8,332 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $255,000 | -3.8% | 8,155 | +0.5% | 0.01% | -12.5% |
| Q2 2022 | $265,000 | -4.0% | 8,113 | +0.4% | 0.01% | +14.3% |
| Q1 2022 | $276,000 | – | 8,081 | – | 0.01% | – |
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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% |