SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,516 | -45.3% | 112,323 | -38.0% | 2.66% | -48.4% |
| Q4 2022 | $6,423 | -98.0% | 181,202 | +1687.4% | 5.15% | +1640.2% |
| Q3 2022 | $317,000 | -97.1% | 10,138 | -96.9% | 0.30% | -96.7% |
| Q1 2022 | $10,886,000 | +69.5% | 331,293 | +82.8% | 9.10% | +76.7% |
| Q4 2021 | $6,423,000 | – | 181,202 | – | 5.15% | – |
Download | ||||||
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% |