SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $349,000 | -24.5% | 9,557 | -24.1% | 0.10% | -25.6% |
| Q2 2021 | $462,000 | -55.1% | 12,584 | -55.6% | 0.13% | -60.2% |
| Q1 2021 | $1,028,000 | -86.6% | 28,364 | -86.3% | 0.32% | -87.8% |
| Q4 2020 | $7,676,000 | +9.8% | 206,449 | +8.6% | 2.65% | -2.5% |
| Q3 2020 | $6,991,000 | +32.6% | 190,182 | +31.8% | 2.71% | +17.2% |
| Q2 2020 | $5,273,000 | +68.5% | 144,350 | +56.8% | 2.32% | +40.6% |
| Q1 2020 | $3,130,000 | – | 92,045 | – | 1.65% | – |
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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% |