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 | $3,865,498 | +10.4% | 122,909 | +10.5% | 2.45% | +6.9% |
| Q2 2023 | $3,500,363 | -0.3% | 111,226 | +3.0% | 2.29% | +3.8% |
| Q1 2023 | $3,509,524 | +2.6% | 108,019 | +0.5% | 2.21% | -6.4% |
| Q4 2022 | $3,421,588 | +4.4% | 107,496 | +2.8% | 2.36% | -3.9% |
| Q3 2022 | $3,276,000 | +3.9% | 104,588 | +8.3% | 2.46% | +7.8% |
| Q2 2022 | $3,152,000 | +0.9% | 96,590 | +5.5% | 2.28% | +7.9% |
| Q1 2022 | $3,125,000 | -3.4% | 91,518 | +2.3% | 2.11% | +1.4% |
| Q4 2021 | $3,234,000 | – | 89,447 | – | 2.08% | – |
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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% |