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 | $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 ↓ |
|---|---|---|---|
| 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% |