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 | $3,075,182 | +2.9% | 97,780 | +5.1% | 1.30% | +5.8% |
| Q2 2023 | $2,988,560 | +28.8% | 93,073 | +30.3% | 1.23% | +26.1% |
| Q1 2023 | $2,319,939 | +37.3% | 71,405 | +34.5% | 0.97% | +31.7% |
| Q4 2022 | $1,689,465 | +43.2% | 53,078 | +40.9% | 0.74% | +32.2% |
| Q3 2022 | $1,180,000 | +441.3% | 37,663 | +464.1% | 0.56% | +453.5% |
| Q2 2022 | $218,000 | – | 6,677 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 325,829 | $11,899,000 | 9.73% |
| Amtrust Financial Services, Inc. | 270,400 | $9,875,000 | 9.60% |
| Adams Wealth Management | 505,842 | $18,473,000 | 6.98% |
| Focused Wealth Management, Inc | 1,112,910 | $40,643,000 | 6.63% |
| DeGreen Capital Management LLC | 523,267 | $19,110,000 | 6.34% |
| Occidental Asset Management, LLC | 572,789 | $20,918,000 | 5.42% |
| TRUEFG, LLC | 296,229 | $10,753,000 | 4.88% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,066 | $7,726,000 | 4.64% |
| ERTS Wealth Advisors, LLC | 185,623 | $15,214,000 | 3.99% |
| Allianz Investment Management U.S. LLC | 1,625,340 | $59,374,000 | 3.98% |