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 | $598 | -97.9% | 19 | -97.9% | 0.00% | – |
| Q1 2023 | $28,916 | +16.3% | 890 | +14.0% | 0.00% | – |
| Q4 2022 | $24,859 | -36.3% | 781 | -37.6% | 0.00% | – |
| Q3 2022 | $39,000 | -58.1% | 1,251 | -56.0% | 0.00% | – |
| Q2 2022 | $93,000 | -17.7% | 2,840 | -13.9% | 0.00% | – |
| Q1 2022 | $113,000 | -5.0% | 3,300 | 0.0% | 0.00% | – |
| Q4 2021 | $119,000 | -1.7% | 3,300 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $121,000 | -0.8% | 3,300 | -0.8% | 0.00% | 0.0% |
| Q2 2021 | $122,000 | +1.7% | 3,325 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $120,000 | -2.4% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $123,000 | -21.2% | 3,300 | -22.4% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | -10.9% | 4,253 | -11.1% | 0.00% | 0.0% |
| Q2 2020 | $175,000 | +207.0% | 4,783 | +184.4% | 0.00% | – |
| Q1 2020 | $57,000 | -28.8% | 1,682 | -26.0% | 0.00% | – |
| Q4 2019 | $80,000 | +6.7% | 2,273 | +6.8% | 0.00% | – |
| Q3 2019 | $75,000 | +56.2% | 2,128 | +53.3% | 0.00% | – |
| Q2 2019 | $48,000 | +2.1% | 1,388 | 0.0% | 0.00% | – |
| Q1 2019 | $47,000 | -19.0% | 1,388 | -21.1% | 0.00% | – |
| Q4 2018 | $58,000 | +132.0% | 1,759 | +131.4% | 0.00% | – |
| Q3 2018 | $25,000 | 0.0% | 760 | 0.0% | 0.00% | – |
| Q2 2018 | $25,000 | -35.9% | 760 | -34.1% | 0.00% | – |
| Q1 2018 | $39,000 | +50.0% | 1,153 | +51.7% | 0.00% | – |
| Q4 2017 | $26,000 | 0.0% | 760 | 0.0% | 0.00% | – |
| Q3 2017 | $26,000 | 0.0% | 760 | 0.0% | 0.00% | – |
| Q2 2017 | $26,000 | +550.0% | 760 | +523.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2015 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q1 2015 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q4 2014 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | – | 122 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 659,457 | $24,519,000 | 19.80% |
| SevenOneSeven Capital Management | 49,346 | $1,835,000 | 15.70% |
| Adams Wealth Management | 386,128 | $14,356,000 | 9.02% |
| ERTS Wealth Advisors, LLC | 627,210 | $23,320,000 | 7.57% |
| Occidental Asset Management, LLC | 539,701 | $20,066,000 | 6.65% |
| TRUEFG, LLC | 298,077 | $11,083,000 | 6.64% |
| Copperleaf Capital, LLC | 192,335 | $7,151,000 | 6.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,138,472 | $42,329,000 | 6.01% |
| HNP Capital LLC | 492,742 | $18,320,000 | 6.00% |
| CLIENT 1ST ADVISORY GROUP, LLC | 243,881 | $9,024,000 | 5.86% |