SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 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% |