SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,664 | -1.0% | 6,444 | +1.1% | 0.11% | +31.7% |
| Q2 2023 | $204,669 | -2.8% | 6,374 | -1.7% | 0.08% | -31.7% |
| Q1 2023 | $210,633 | +3.9% | 6,483 | +1.7% | 0.12% | -18.9% |
| Q4 2022 | $202,821 | +1.4% | 6,372 | -0.2% | 0.15% | -14.9% |
| Q3 2022 | $200,000 | -1.5% | 6,382 | +2.5% | 0.17% | 0.0% |
| Q2 2022 | $203,000 | -32.3% | 6,229 | -29.1% | 0.17% | -14.3% |
| Q1 2022 | $300,000 | +3.8% | 8,786 | +9.9% | 0.20% | -5.6% |
| Q4 2021 | $289,000 | – | 7,997 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NOTTINGHAM ADVISORS, INC. | 55,726 | $715,536,000 | 43.48% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 653,081 | $23,857,000 | 21.55% |
| MainStreet Investment Advisors LLC | 3,677,353 | $134,334,000 | 9.19% |
| Occidental Asset Management, LLC | 522,790 | $19,098,000 | 8.44% |
| TRUEFG, LLC | 261,765 | $9,562,000 | 7.22% |
| Adams Wealth Management | 188,163 | $6,874,000 | 7.03% |
| Leicht Financial Planning & Wealth Management, Inc. | 235,183 | $8,591,000 | 6.82% |
| ERTS Wealth Advisors, LLC | 459,526 | $16,786,000 | 6.78% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,053,610 | $38,488,000 | 6.28% |
| Focused Wealth Management, Inc | 734,818 | $26,843,000 | 6.22% |