SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,164,751 | +10.0% | 132,424 | +12.3% | 0.44% | +13.2% |
| Q2 2023 | $3,786,606 | +305.3% | 117,926 | +740.6% | 0.39% | +642.3% |
| Q1 2023 | $934,211 | -75.5% | 14,028 | -88.3% | 0.05% | -69.4% |
| Q4 2022 | $3,810,783 | -14.2% | 119,723 | -15.6% | 0.17% | -35.1% |
| Q3 2022 | $4,444,000 | +18416.7% | 141,906 | +19365.8% | 0.26% | +13000.0% |
| Q2 2022 | $24,000 | -47.8% | 729 | -45.7% | 0.00% | -33.3% |
| Q1 2022 | $46,000 | +64.3% | 1,343 | +73.1% | 0.00% | +50.0% |
| Q4 2021 | $28,000 | 0.0% | 776 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | -3.4% | 776 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $29,000 | – | 776 | – | 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% |