SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 315 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $116,197 | -14.9% | 3,710 | -11.3% | 0.01% | -16.7% |
| Q2 2022 | $136,463 | -7.0% | 4,182 | -2.7% | 0.01% | +20.0% |
| Q1 2022 | $146,788 | -16.0% | 4,298 | -11.1% | 0.01% | -16.7% |
| Q4 2021 | $174,756 | +11.2% | 4,834 | +12.3% | 0.01% | 0.0% |
| Q3 2021 | $157,216 | +8.9% | 4,305 | +9.4% | 0.01% | 0.0% |
| Q2 2021 | $144,367 | -3.6% | 3,934 | -4.8% | 0.01% | -14.3% |
| Q1 2021 | $149,804 | -4.3% | 4,133 | -1.8% | 0.01% | -12.5% |
| Q4 2020 | $156,541 | +0.9% | 4,210 | -0.3% | 0.01% | -11.1% |
| Q3 2020 | $155,165 | -1.6% | 4,221 | -2.3% | 0.01% | -10.0% |
| Q2 2020 | $157,765 | +16.5% | 4,319 | +8.5% | 0.01% | -9.1% |
| Q1 2020 | $135,415 | -30.0% | 3,982 | -27.3% | 0.01% | -21.4% |
| Q4 2019 | $193,389 | -5.3% | 5,477 | -5.4% | 0.01% | -17.6% |
| Q3 2019 | $204,228 | +30.2% | 5,789 | +28.9% | 0.02% | +30.8% |
| Q2 2019 | $156,868 | +1.8% | 4,491 | -0.4% | 0.01% | -13.3% |
| Q1 2019 | $154,052 | +10.9% | 4,508 | +7.2% | 0.02% | -11.8% |
| Q4 2018 | $138,931 | +1.3% | 4,205 | +2.1% | 0.02% | +6.2% |
| Q3 2018 | $137,105 | +11.2% | 4,117 | +11.1% | 0.02% | -5.9% |
| Q2 2018 | $123,331 | -0.3% | 3,705 | +0.5% | 0.02% | -5.6% |
| Q1 2018 | $123,645 | -13.3% | 3,686 | -11.6% | 0.02% | -21.7% |
| Q4 2017 | $142,663 | – | 4,169 | – | 0.02% | – |
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% |