SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,136,370 | +22.0% | 369,673 | +16.9% | 1.68% | +25.6% |
| Q3 2023 | $9,944,665 | +0.8% | 316,206 | +2.9% | 1.34% | -5.4% |
| Q2 2023 | $9,865,078 | +6.9% | 307,228 | +8.2% | 1.42% | -2.7% |
| Q1 2023 | $9,229,251 | -5.7% | 284,064 | -7.6% | 1.45% | -15.6% |
| Q4 2022 | $9,790,398 | +25.6% | 307,584 | +23.6% | 1.72% | -11.9% |
| Q3 2022 | $7,796,000 | -1.4% | 248,908 | +2.7% | 1.96% | -12.3% |
| Q2 2022 | $7,907,000 | +15.8% | 242,332 | +21.2% | 2.23% | +31.0% |
| Q1 2022 | $6,826,000 | +10.1% | 199,889 | +16.5% | 1.70% | +5.4% |
| Q4 2021 | $6,202,000 | +7.7% | 171,569 | +8.8% | 1.61% | -14.2% |
| Q3 2021 | $5,761,000 | +6.4% | 157,759 | +7.0% | 1.88% | +10.1% |
| Q2 2021 | $5,413,000 | +27.1% | 147,495 | +25.5% | 1.71% | +11.6% |
| Q1 2021 | $4,259,000 | +6.0% | 117,480 | +8.7% | 1.53% | -4.7% |
| Q4 2020 | $4,017,000 | – | 108,052 | – | 1.61% | – |
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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% |