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 | $5,180,402 | -1.7% | 164,719 | +0.4% | 5.31% | +5.0% |
| Q2 2023 | $5,269,836 | +5.8% | 164,118 | +4.9% | 5.06% | +1.6% |
| Q1 2023 | $4,980,257 | -0.6% | 156,464 | -0.6% | 4.98% | -0.3% |
| Q4 2022 | $5,010,877 | +2.0% | 157,426 | +0.4% | 5.00% | -5.4% |
| Q3 2022 | $4,912,000 | -2.9% | 156,842 | +1.1% | 5.28% | +0.3% |
| Q2 2022 | $5,060,000 | -4.6% | 155,072 | -0.2% | 5.27% | +12.8% |
| Q1 2022 | $5,305,000 | +1.5% | 155,338 | +7.4% | 4.67% | -1.3% |
| Q4 2021 | $5,226,000 | – | 144,574 | – | 4.73% | – |
Download | ||||||
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% |