SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $642,902 | +89.1% | 20,198 | +86.1% | 0.09% | -15.6% |
| Q3 2022 | $340,000 | -99.9% | 10,853 | -17.6% | 0.11% | -23.8% |
| Q2 2022 | $429,933,000 | +88001.0% | 13,176 | -7.8% | 0.14% | +8.3% |
| Q1 2022 | $488,000 | -35.2% | 14,287 | -30.7% | 0.13% | -50.7% |
| Q3 2021 | $753,000 | -32.0% | 20,616 | -31.6% | 0.27% | -36.2% |
| Q2 2021 | $1,107,000 | – | 30,158 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
| Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
| 1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
| TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
| Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
| Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
| OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |