SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $684,000 | +38.5% | 18,931 | +40.1% | 0.10% | +23.2% |
| Q3 2021 | $494,000 | -1.4% | 13,517 | -1.0% | 0.08% | -3.5% |
| Q2 2021 | $501,000 | +1.2% | 13,658 | 0.0% | 0.08% | -9.6% |
| Q1 2021 | $495,000 | -2.8% | 13,658 | -0.3% | 0.09% | -9.6% |
| Q4 2020 | $509,000 | -9.6% | 13,699 | -10.5% | 0.10% | -21.8% |
| Q3 2020 | $563,000 | +0.7% | 15,302 | -0.1% | 0.13% | -8.3% |
| Q2 2020 | $559,000 | – | 15,315 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 295,416 | $9,488,755 | 8.64% |
| ERTS Wealth Advisors, LLC | 1,047,573 | $34,035,634 | 8.25% |
| Flagstone Financial Management | 414,271 | $13,459,653 | 6.72% |
| Buckingham Capital Management, Inc. | 1,280,131 | $41,591,456 | 6.65% |
| Burt Wealth Advisors | 637,234 | $20,703,733 | 6.43% |
| Leicht Financial Planning & Wealth Management, Inc. | 314,342 | $10,212,969 | 6.29% |
| Astoria Portfolio Advisors LLC. | 454,116 | $14,808,709 | 6.26% |
| Allianz Investment Management U.S. LLC | 3,437,122 | $111,637,723 | 6.18% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 252,891 | $8,216,436 | 5.88% |
| Hofer & Associates. Inc | 156,464 | $4,980,257 | 4.98% |