SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 485 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $61,910 | +51.9% | 1,901 | +52.4% | 0.02% | +37.5% |
| Q1 2024 | $40,753 | +0.3% | 1,247 | +0.7% | 0.02% | 0.0% |
| Q4 2023 | $40,643 | +36.6% | 1,238 | +30.9% | 0.02% | +14.3% |
| Q3 2023 | $29,757 | +212450.0% | 946 | – | 0.01% | – |
| Q3 2022 | $14 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $43,966 | -20.0% | 1,287 | -15.3% | 0.02% | -20.0% |
| Q4 2021 | $54,966 | +56.7% | 1,520 | +58.3% | 0.02% | +25.0% |
| Q3 2021 | $35,073 | +1429.6% | 960 | -98.9% | 0.02% | -77.5% |
| Q2 2021 | $2,293 | -88.7% | 84,152 | +14954.0% | 0.09% | +584.6% |
| Q1 2021 | $20,246 | -22.4% | 559 | -20.4% | 0.01% | -27.8% |
| Q4 2020 | $26,107 | +23003.5% | 702 | +23300.0% | 0.02% | – |
| Q3 2020 | $113 | +0.9% | 3 | 0.0% | 0.00% | – |
| Q2 2020 | $112 | +8.7% | 3 | 0.0% | 0.00% | – |
| Q1 2020 | $103 | -3.7% | 3 | 0.0% | 0.00% | – |
| Q4 2019 | $107 | +0.9% | 3 | 0.0% | 0.00% | – |
| Q3 2019 | $106 | – | 3 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 1,242,082 | $42,864,000 | 7.86% |
| Private Advisory Group LLC | 183,137 | $6,320,000 | 3.74% |
| Eagle Ridge Investment Management | 467,195 | $16,123,000 | 2.67% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5,550,165 | $191,536,000 | 2.37% |
| Wellesley Investment Partners, LLC | 331,368 | $11,434,000 | 2.35% |
| Cornerstone Management, Inc. | 95,631 | $3,300,226 | 1.72% |
| Charles Schwab Investment Advisory, Inc. | 11,967,398 | $412,995,000 | 1.70% |
| Conservest Capital Advisors, Inc. | 302,753 | $10,448,000 | 1.66% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 58,741 | $2,027,000 | 1.41% |
| FAS Wealth Partners, Inc. | 142,207 | $4,908,000 | 1.37% |