SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,187 | -2.1% | 6,874 | 0.0% | 0.20% | +81.1% |
| Q2 2023 | $220,724 | -14.9% | 6,874 | -15.7% | 0.11% | -57.1% |
| Q4 2022 | $259,446 | -50.2% | 8,151 | -50.0% | 0.26% | -4.1% |
| Q3 2022 | $521,000 | +95.9% | 16,302 | +100.0% | 0.27% | -1.8% |
| Q2 2022 | $266,000 | -4.3% | 8,151 | 0.0% | 0.28% | +32.2% |
| Q1 2022 | $278,000 | -5.8% | 8,151 | 0.0% | 0.21% | -5.0% |
| Q4 2021 | $295,000 | -1.0% | 8,151 | 0.0% | 0.22% | -4.8% |
| Q3 2021 | $298,000 | -0.3% | 8,151 | 0.0% | 0.23% | -3.0% |
| Q2 2021 | $299,000 | +1.4% | 8,151 | 0.0% | 0.24% | -3.7% |
| Q1 2021 | $295,000 | -2.6% | 8,151 | 0.0% | 0.25% | -5.7% |
| Q4 2020 | $303,000 | – | 8,151 | – | 0.26% | – |
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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% |