SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 206 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,972 | +8.8% | 123,692 | +10.5% | 0.06% | +3.2% |
| Q1 2023 | $3,651 | +38.8% | 111,917 | +35.4% | 0.06% | +28.6% |
| Q4 2022 | $2,631 | -99.9% | 82,670 | +31.9% | 0.05% | +36.1% |
| Q3 2022 | $1,962,000 | -78.9% | 62,659 | -77.0% | 0.04% | -79.5% |
| Q1 2022 | $9,284,000 | -55.1% | 271,873 | -52.5% | 0.18% | -56.1% |
| Q4 2021 | $20,697,000 | +0.4% | 572,518 | -2.0% | 0.40% | -49.6% |
| Q4 2019 | $20,622,000 | -0.3% | 584,037 | -0.3% | 0.80% | -10.4% |
| Q3 2019 | $20,674,000 | -41.9% | 585,992 | -42.7% | 0.89% | -44.9% |
| Q2 2019 | $35,609,000 | +29.5% | 1,023,245 | +27.1% | 1.61% | +18.1% |
| Q1 2019 | $27,506,000 | +187.0% | 804,965 | +177.6% | 1.36% | +132.5% |
| Q4 2018 | $9,584,000 | -31.1% | 289,996 | -30.6% | 0.59% | -39.4% |
| Q3 2018 | $13,918,000 | +35.0% | 417,957 | +34.8% | 0.97% | +10.9% |
| Q2 2018 | $10,309,000 | +51.8% | 310,135 | +51.9% | 0.87% | +7.9% |
| Q1 2018 | $6,793,000 | – | 204,229 | – | 0.81% | – |
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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% |