SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,613,462 | -43.6% | 51,302 | -42.4% | 0.06% | -48.2% |
| Q2 2023 | $2,861,283 | +2.8% | 89,109 | +4.1% | 0.11% | -4.3% |
| Q1 2023 | $2,782,113 | -0.6% | 85,630 | -2.6% | 0.12% | -4.1% |
| Q4 2022 | $2,798,506 | +28.2% | 87,920 | +26.1% | 0.12% | +17.3% |
| Q3 2022 | $2,183,000 | +46.3% | 69,700 | +52.4% | 0.10% | +46.5% |
| Q2 2022 | $1,492,000 | +21.9% | 45,736 | +35.1% | 0.07% | +39.2% |
| Q4 2021 | $1,224,000 | +16.0% | 33,855 | +17.2% | 0.05% | +2.0% |
| Q3 2021 | $1,055,000 | +25.1% | 28,879 | +25.5% | 0.05% | +19.0% |
| Q2 2021 | $843,000 | +187.7% | 23,019 | +184.9% | 0.04% | +147.1% |
| Q1 2021 | $293,000 | – | 8,079 | – | 0.02% | – |
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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% |