SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |