SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,002 | -1.1% | 604 | +1.0% | 0.02% | +14.3% |
| Q2 2023 | $19,211 | -73.6% | 598 | -73.3% | 0.01% | -75.4% |
| Q1 2023 | $72,805 | +74.4% | 2,241 | +70.8% | 0.06% | +83.9% |
| Q4 2022 | $41,752 | +19.3% | 1,312 | +18.1% | 0.03% | +3.3% |
| Q3 2022 | $35,000 | +94.4% | 1,111 | +100.2% | 0.03% | +114.3% |
| Q2 2022 | $18,000 | 0.0% | 555 | +4.5% | 0.01% | +16.7% |
| Q1 2022 | $18,000 | +5.9% | 531 | +14.9% | 0.01% | +9.1% |
| Q4 2021 | $17,000 | +21.4% | 462 | +17.9% | 0.01% | +10.0% |
| Q3 2021 | $14,000 | +27.3% | 392 | +35.6% | 0.01% | +25.0% |
| Q2 2021 | $11,000 | – | 289 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 659,457 | $24,519,000 | 19.80% |
| SevenOneSeven Capital Management | 49,346 | $1,835,000 | 15.70% |
| Adams Wealth Management | 386,128 | $14,356,000 | 9.02% |
| ERTS Wealth Advisors, LLC | 627,210 | $23,320,000 | 7.57% |
| Occidental Asset Management, LLC | 539,701 | $20,066,000 | 6.65% |
| TRUEFG, LLC | 298,077 | $11,083,000 | 6.64% |
| Copperleaf Capital, LLC | 192,335 | $7,151,000 | 6.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,138,472 | $42,329,000 | 6.01% |
| HNP Capital LLC | 492,742 | $18,320,000 | 6.00% |
| CLIENT 1ST ADVISORY GROUP, LLC | 243,881 | $9,024,000 | 5.86% |