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 | $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% | – |
Download | ||||||
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% |