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 | $302,142 | -23.2% | 9,607 | -21.5% | 0.15% | -20.2% |
| Q2 2023 | $393,225 | +0.5% | 12,246 | +1.7% | 0.19% | -4.0% |
| Q1 2023 | $391,273 | -21.8% | 12,043 | -23.4% | 0.20% | -17.3% |
| Q4 2022 | $500,260 | +49.8% | 15,717 | +47.3% | 0.24% | +11.0% |
| Q3 2022 | $334,000 | +36.9% | 10,670 | +42.6% | 0.22% | +33.5% |
| Q2 2022 | $244,000 | -6.2% | 7,485 | -1.8% | 0.16% | -1.2% |
| Q1 2022 | $260,000 | -6.1% | 7,619 | -0.6% | 0.17% | -6.2% |
| Q4 2021 | $277,000 | +12.1% | 7,662 | +13.1% | 0.18% | -1.7% |
| Q3 2021 | $247,000 | -7.5% | 6,777 | -6.8% | 0.18% | -10.4% |
| Q2 2021 | $267,000 | +1.5% | 7,268 | +0.1% | 0.20% | -7.8% |
| Q1 2021 | $263,000 | -8.4% | 7,260 | -6.1% | 0.22% | -19.9% |
| Q4 2020 | $287,000 | – | 7,728 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 295,416 | $9,488,755 | 8.64% |
| ERTS Wealth Advisors, LLC | 1,047,573 | $34,035,634 | 8.25% |
| Flagstone Financial Management | 414,271 | $13,459,653 | 6.72% |
| Buckingham Capital Management, Inc. | 1,280,131 | $41,591,456 | 6.65% |
| Burt Wealth Advisors | 637,234 | $20,703,733 | 6.43% |
| Leicht Financial Planning & Wealth Management, Inc. | 314,342 | $10,212,969 | 6.29% |
| Astoria Portfolio Advisors LLC. | 454,116 | $14,808,709 | 6.26% |
| Allianz Investment Management U.S. LLC | 3,437,122 | $111,637,723 | 6.18% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 252,891 | $8,216,436 | 5.88% |
| Hofer & Associates. Inc | 156,464 | $4,980,257 | 4.98% |