SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 400 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,563 | -80.3% | 48 | -80.2% | 0.00% | – |
| Q1 2024 | $7,944 | +0.1% | 243 | 0.0% | 0.00% | – |
| Q4 2023 | $7,934 | +838.9% | 243 | +834.6% | 0.00% | – |
| Q1 2023 | $845 | -71.8% | 26 | -74.0% | 0.00% | – |
| Q2 2022 | $3,000 | -88.5% | 100 | -86.7% | 0.00% | -100.0% |
| Q1 2022 | $26,000 | +333.3% | 751 | +360.7% | 0.00% | – |
| Q4 2021 | $6,000 | +50.0% | 163 | +50.9% | 0.00% | – |
| Q3 2021 | $4,000 | -63.6% | 108 | -65.4% | 0.00% | – |
| Q2 2021 | $11,000 | +450.0% | 312 | +467.3% | 0.00% | – |
| Q1 2021 | $2,000 | – | 55 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |