SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,252,197 | -2.5% | 71,612 | -0.4% | 0.08% | -53.9% |
| Q2 2023 | $2,309,287 | -35.6% | 71,918 | -34.9% | 0.17% | -38.6% |
| Q1 2023 | $3,588,163 | +1.9% | 110,439 | -0.2% | 0.27% | -6.5% |
| Q4 2022 | $3,522,149 | +920.9% | 110,655 | +905.4% | 0.29% | +781.8% |
| Q3 2022 | $345,000 | -78.5% | 11,006 | -76.6% | 0.03% | -73.6% |
| Q1 2022 | $1,604,000 | +3.3% | 46,968 | +9.4% | 0.12% | +10.6% |
| Q4 2021 | $1,553,000 | – | 42,951 | – | 0.11% | – |
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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% |