SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |