SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |