SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |