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. | 617,653 | $20,407,000 | 19.12% |
| Great Point Wealth Advisors, LLC | 417,669 | $13,799,000 | 13.05% |
| PARK AVENUE SECURITIES LLC | 1,517,110 | $50,398,000 | 7.73% |
| DeGreen Capital Management LLC | 424,098 | $140,122,000 | 7.67% |
| TPG Financial Advisors, LLC | 194,565 | $6,428,000 | 6.98% |
| ALLIANZ INVESTMENT MANAGEMENT LLC | 2,000,000 | $66,080,000 | 6.70% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,175,935 | $38,853,000 | 6.43% |
| WRAPMANAGER INC | 498,613 | $16,474,000 | 5.84% |
| Occidental Asset Management, LLC | 255,770 | $8,451,000 | 4.78% |
| Willow Creek Wealth Management Inc. | 222,318 | $7,345,000 | 3.90% |