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 ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,723,588 | $58,981,000 | 9.17% |
| MISSION WEALTH MANAGEMENT, LP | 1,312,731 | $44,921,000 | 7.69% |
| Wealth Alliance Advisory Group, LLC | 184,550 | $6,315,000 | 5.67% |
| Eagle Ridge Investment Management | 505,173 | $17,287,000 | 2.67% |
| Jackson Wealth Management, LLC | 265,506 | $9,064,000 | 2.30% |
| Charles Schwab Investment Advisory, Inc. | 18,688,939 | $639,535,000 | 2.30% |
| Wellesley Investment Partners, LLC | 352,084 | $12,048,000 | 2.28% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,783,330 | $197,906,000 | 2.26% |
| Braun-Bostich & Associates Inc. | 74,822 | $2,560,000 | 2.17% |
| Probity Advisors, Inc. | 168,609 | $5,769,000 | 2.02% |