SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,059 | -2.1% | 2,482 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $79,697 | -1.2% | 2,482 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $80,640 | +5.0% | 2,482 | +2.9% | 0.00% | 0.0% |
| Q4 2022 | $76,774 | +1.0% | 2,412 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $76,000 | -3.8% | 2,412 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $79,000 | -53.3% | 2,412 | -51.3% | 0.00% | -33.3% |
| Q1 2022 | $169,000 | -8.2% | 4,950 | -2.9% | 0.00% | 0.0% |
| Q4 2021 | $184,000 | -1.1% | 5,100 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $186,000 | -16.6% | 5,100 | -16.1% | 0.00% | 0.0% |
| Q2 2021 | $223,000 | +1.4% | 6,078 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $220,000 | +15.8% | 6,078 | +19.2% | 0.01% | +25.0% |
| Q4 2020 | $190,000 | -3.6% | 5,100 | -4.6% | 0.00% | -20.0% |
| Q3 2020 | $197,000 | +97.0% | 5,348 | +96.3% | 0.01% | +66.7% |
| Q2 2020 | $100,000 | +150.0% | 2,724 | +143.4% | 0.00% | +200.0% |
| Q4 2019 | $40,000 | – | 1,119 | – | 0.00% | – |
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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% |