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 | $94,476 | -30.5% | 3,004 | -29.1% | 0.00% | – |
Q2 2023 | $135,954 | -46.4% | 4,234 | -45.8% | 0.00% | – |
Q1 2023 | $253,746 | +1981.4% | 7,810 | +1939.2% | 0.00% | – |
Q4 2022 | $12,191 | +10.8% | 383 | +11.3% | 0.00% | – |
Q3 2022 | $11,000 | -83.6% | 344 | -83.2% | 0.00% | – |
Q2 2022 | $67,000 | -77.7% | 2,053 | -76.6% | 0.00% | – |
Q1 2022 | $300,000 | -41.5% | 8,788 | -38.1% | 0.00% | – |
Q4 2021 | $513,000 | -1.3% | 14,201 | -0.2% | 0.00% | – |
Q3 2021 | $520,000 | +13.0% | 14,232 | +13.6% | 0.00% | – |
Q2 2021 | $460,000 | +33.3% | 12,532 | +31.8% | 0.00% | – |
Q1 2021 | $345,000 | -9.2% | 9,511 | -7.0% | 0.00% | – |
Q4 2020 | $380,000 | +8.6% | 10,226 | +7.5% | 0.00% | – |
Q3 2020 | $350,000 | +153.6% | 9,511 | +150.8% | 0.00% | – |
Q2 2020 | $138,000 | -36.4% | 3,792 | -40.5% | 0.00% | – |
Q1 2020 | $217,000 | -33.6% | 6,376 | -31.1% | 0.00% | – |
Q4 2019 | $327,000 | +5.5% | 9,258 | +5.2% | 0.00% | – |
Q3 2019 | $310,000 | +140.3% | 8,802 | +138.1% | 0.00% | – |
Q2 2019 | $129,000 | +152.9% | 3,697 | +151.5% | 0.00% | – |
Q1 2019 | $51,000 | +121.7% | 1,470 | +107.6% | 0.00% | – |
Q4 2018 | $23,000 | +91.7% | 708 | +86.8% | 0.00% | – |
Q3 2018 | $12,000 | – | 379 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INTEGRATED CAPITAL MANAGEMENT, INC. | 312,958 | $9,842,514 | 8.70% |
Astoria Portfolio Advisors LLC. | 562,521 | $17,528,164 | 8.46% |
ERTS Wealth Advisors, LLC | 1,106,393 | $34,796,070 | 8.38% |
Buckingham Capital Management, Inc. | 1,736,209 | $54,603,774 | 8.32% |
Flagstone Financial Management | 577,959 | $18,176,818 | 8.31% |
Burt Wealth Advisors | 699,832 | $22,009,716 | 6.76% |
Cherry Tree Wealth Management, LLC | 710,795 | $22,354,514 | 6.55% |
FIDELITY D & D BANCORP INC | 172,353 | $5,420,502 | 5.57% |
Hofer & Associates. Inc | 164,719 | $5,180,402 | 5.31% |
Leicht Financial Planning & Wealth Management, Inc. | 270,111 | $8,495,007 | 5.24% |