SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 394 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,944 | -0.3% | 154 | +0.7% | 0.00% | -20.0% |
| Q1 2023 | $4,959 | -48.1% | 153 | -49.0% | 0.01% | -44.4% |
| Q4 2022 | $9,564 | +6.3% | 300 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 298 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $10,000 | 0.0% | 298 | +0.7% | 0.01% | +25.0% |
| Q1 2022 | $10,000 | 0.0% | 296 | +2.1% | 0.01% | 0.0% |
| Q4 2021 | $10,000 | – | 290 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 337,843 | $11,537,000 | 9.48% |
| Wayfinding Financial, LLC | 331,293 | $10,886,000 | 9.10% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 377,721 | $12,899,000 | 8.07% |
| Focused Wealth Management, Inc | 1,210,751 | $41,347,000 | 6.55% |
| Occidental Asset Management, LLC | 709,398 | $24,226,000 | 6.20% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.34% |
| Adams Wealth Management | 444,176 | $15,169,000 | 4.97% |
| TRUEFG, LLC | 312,397 | $10,668,000 | 4.84% |
| Hofer & Associates. Inc | 155,338 | $5,305,000 | 4.67% |
| ERTS Wealth Advisors, LLC | 464,050 | $15,847,000 | 4.44% |