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 | $3,094,674 | +5.5% | 98,400 | +7.8% | 3.01% | +3.8% |
| Q2 2023 | $2,932,030 | +1.1% | 91,312 | +2.3% | 2.90% | -3.1% |
| Q1 2023 | $2,899,755 | 0.0% | 89,251 | 0.0% | 2.99% | 0.0% |
| Q4 2022 | $2,899,755 | +8.6% | 89,251 | +4.7% | 2.99% | +19.8% |
| Q3 2022 | $2,670,095 | +475.6% | 85,252 | +499.7% | 2.50% | +452.0% |
| Q2 2022 | $463,854 | – | 14,216 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marion Wealth Management | 591,755 | $19,309,000 | 10.12% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 320,861 | $10,469,000 | 9.60% |
| Occidental Asset Management, LLC | 738,691 | $24,104,000 | 7.15% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 248,446 | $8,107,000 | 6.89% |
| 1620 INVESTMENT ADVISORS, INC. | 125,610 | $4,099,000 | 5.65% |
| TRUEFG, LLC | 321,546 | $10,492,000 | 5.36% |
| Hofer & Associates. Inc | 155,072 | $5,060,000 | 5.27% |
| Adams Wealth Management | 419,881 | $13,701,000 | 5.19% |
| OLD SECOND NATIONAL BANK OF AURORA | 521,494 | $17,017,000 | 4.75% |
| Leicht Financial Planning & Wealth Management, Inc. | 210,382 | $6,865,000 | 4.65% |