SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,574,774 | -1.6% | 111,329 | -0.5% | 0.95% | -1.6% |
| Q1 2023 | $3,634,136 | +6.0% | 111,854 | +3.9% | 0.97% | +5.0% |
| Q4 2022 | $3,427,104 | +0.5% | 107,669 | -1.1% | 0.92% | -2.4% |
| Q3 2022 | $3,411,000 | +348.8% | 108,916 | +387.1% | 0.94% | +265.5% |
| Q1 2020 | $760,000 | -41.6% | 22,359 | -39.4% | 0.26% | -24.8% |
| Q4 2019 | $1,302,000 | – | 36,878 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 312,958 | $9,842,514 | 8.70% |
| Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
| ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
| Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
| Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
| Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
| Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
| FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
| Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |