SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,486 | +21.2% | 9,459 | +23.8% | 0.04% | +40.6% |
| Q2 2023 | $245,410 | +17.4% | 7,643 | +18.8% | 0.03% | +18.5% |
| Q1 2023 | $209,030 | +2.1% | 6,434 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $204,781 | -83.9% | 6,434 | -84.2% | 0.03% | -86.3% |
| Q3 2022 | $1,274,000 | -5.3% | 40,673 | -1.4% | 0.20% | -0.5% |
| Q2 2022 | $1,346,000 | -14.3% | 41,252 | -10.3% | 0.21% | -2.4% |
| Q1 2022 | $1,571,000 | -15.2% | 45,989 | -10.2% | 0.21% | -14.2% |
| Q4 2021 | $1,852,000 | – | 51,224 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 325,829 | $11,899,000 | 9.73% |
| Amtrust Financial Services, Inc. | 270,400 | $9,875,000 | 9.60% |
| Adams Wealth Management | 505,842 | $18,473,000 | 6.98% |
| Focused Wealth Management, Inc | 1,112,910 | $40,643,000 | 6.63% |
| DeGreen Capital Management LLC | 523,267 | $19,110,000 | 6.34% |
| Occidental Asset Management, LLC | 572,789 | $20,918,000 | 5.42% |
| TRUEFG, LLC | 296,229 | $10,753,000 | 4.88% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,066 | $7,726,000 | 4.64% |
| ERTS Wealth Advisors, LLC | 185,623 | $15,214,000 | 3.99% |
| Allianz Investment Management U.S. LLC | 1,625,340 | $59,374,000 | 3.98% |