SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,057,173 | -25.3% | 224,393 | -23.8% | 4.93% | -22.0% |
| Q2 2023 | $9,451,410 | +15.0% | 294,345 | +16.4% | 6.32% | +7.6% |
| Q1 2023 | $8,216,436 | +3.4% | 252,891 | +1.3% | 5.88% | -4.6% |
| Q4 2022 | $7,948,619 | +0.1% | 249,721 | -1.5% | 6.16% | -5.1% |
| Q3 2022 | $7,943,000 | -2.0% | 253,615 | +2.1% | 6.49% | -5.8% |
| Q2 2022 | $8,107,000 | -37.2% | 248,446 | -34.2% | 6.89% | -14.7% |
| Q1 2022 | $12,899,000 | +6.3% | 377,721 | +12.6% | 8.07% | -7.4% |
| Q4 2021 | $12,129,000 | – | 335,516 | – | 8.72% | – |
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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% |