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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,442,000 | +21.7% | 119,467 | +20.3% | 1.29% | -5.8% |
| Q3 2020 | $3,651,000 | +57.4% | 99,318 | +56.4% | 1.36% | +35.4% |
| Q2 2020 | $2,320,000 | +239.2% | 63,518 | +215.6% | 1.01% | +144.1% |
| Q1 2020 | $684,000 | +24.8% | 20,126 | +29.6% | 0.41% | +44.4% |
| Q4 2019 | $548,000 | – | 15,530 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 617,653 | $20,407,000 | 19.12% |
| Great Point Wealth Advisors, LLC | 417,669 | $13,799,000 | 13.05% |
| PARK AVENUE SECURITIES LLC | 1,517,110 | $50,398,000 | 7.73% |
| DeGreen Capital Management LLC | 424,098 | $140,122,000 | 7.67% |
| TPG Financial Advisors, LLC | 194,565 | $6,428,000 | 6.98% |
| ALLIANZ INVESTMENT MANAGEMENT LLC | 2,000,000 | $66,080,000 | 6.70% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,175,935 | $38,853,000 | 6.43% |
| WRAPMANAGER INC | 498,613 | $16,474,000 | 5.84% |
| Occidental Asset Management, LLC | 255,770 | $8,451,000 | 4.78% |
| Willow Creek Wealth Management Inc. | 222,318 | $7,345,000 | 3.90% |