SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 375 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $467,336 | +10.0% | 14,384 | +7.8% | 0.59% | +3.7% |
| Q4 2022 | $424,708 | -0.3% | 13,343 | -1.9% | 0.57% | -9.6% |
| Q3 2022 | $426,000 | -8.0% | 13,600 | -4.1% | 0.63% | +0.3% |
| Q2 2022 | $463,000 | -5.9% | 14,175 | -1.5% | 0.63% | +16.0% |
| Q1 2022 | $492,000 | -16.6% | 14,394 | -11.8% | 0.54% | -16.3% |
| Q4 2021 | $590,000 | – | 16,311 | – | 0.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 329,110 | $11,897,000 | 9.32% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 335,516 | $12,129,000 | 8.72% |
| Focused Wealth Management, Inc | 1,125,644 | $40,692,000 | 6.28% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.49% |
| Adams Wealth Management | 486,689 | $17,594,000 | 5.17% |
| Wayfinding Financial, LLC | 181,202 | $6,423,000 | 5.15% |
| Allianz Investment Management U.S. LLC | 1,578,340 | $57,057,000 | 5.09% |
| Occidental Asset Management, LLC | 577,692 | $20,884,000 | 4.96% |
| TRUEFG, LLC | 302,054 | $10,919,000 | 4.82% |
| Hofer & Associates. Inc | 144,574 | $5,226,000 | 4.73% |