SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - 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% | – |
Download | ||||||
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% |