SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 324 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,884 | +105.5% | 4,575 | +108.0% | 0.00% | – |
| Q4 2022 | $70,026 | -79.8% | 2,200 | -76.4% | 0.00% | – |
| Q4 2020 | $346,000 | -16.8% | 9,306 | -17.8% | 0.00% | – |
| Q3 2020 | $416,000 | -4.8% | 11,327 | -4.3% | 0.00% | – |
| Q2 2020 | $437,000 | -2.0% | 11,840 | -9.6% | 0.00% | – |
| Q1 2020 | $446,000 | -5.5% | 13,100 | -2.1% | 0.00% | – |
| Q4 2019 | $472,000 | -1.9% | 13,380 | -1.8% | 0.00% | – |
| Q3 2019 | $481,000 | -7.0% | 13,630 | -7.9% | 0.00% | – |
| Q2 2019 | $517,000 | -6.5% | 14,794 | -8.6% | 0.00% | – |
| Q1 2019 | $553,000 | -4.8% | 16,190 | -7.9% | 0.00% | – |
| Q4 2018 | $581,000 | -3.3% | 17,582 | -2.5% | 0.00% | – |
| Q3 2018 | $601,000 | – | 18,037 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 329,110 | $11,897,000 | 9.32% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 335,516 | $12,129,000 | 8.72% |
| Focused Wealth Management, Inc | 1,125,644 | $40,692,000 | 6.28% |
| 1620 INVESTMENT ADVISORS, INC. | 135,593 | $4,902,000 | 5.49% |
| Adams Wealth Management | 486,689 | $17,594,000 | 5.17% |
| Wayfinding Financial, LLC | 181,202 | $6,423,000 | 5.15% |
| Allianz Investment Management U.S. LLC | 1,578,340 | $57,057,000 | 5.09% |
| Occidental Asset Management, LLC | 577,692 | $20,884,000 | 4.96% |
| TRUEFG, LLC | 302,054 | $10,919,000 | 4.82% |
| Hofer & Associates. Inc | 144,574 | $5,226,000 | 4.73% |