SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
---|---|---|---|
Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |