SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,894 | -4.3% | 5,720 | -2.3% | 0.02% | -4.5% |
| Q2 2023 | $188,004 | -16.4% | 5,855 | -15.4% | 0.02% | -24.1% |
| Q1 2023 | $224,831 | +23.5% | 6,920 | +21.0% | 0.03% | +7.4% |
| Q4 2022 | $182,068 | -1.0% | 5,720 | -2.6% | 0.03% | -10.0% |
| Q3 2022 | $184,000 | -12.0% | 5,870 | -8.3% | 0.03% | -11.8% |
| Q2 2022 | $209,000 | -12.6% | 6,400 | -8.7% | 0.03% | -5.6% |
| Q1 2022 | $239,000 | -15.2% | 7,009 | -10.1% | 0.04% | -14.3% |
| Q4 2021 | $282,000 | +16.5% | 7,794 | +17.4% | 0.04% | +5.0% |
| Q3 2021 | $242,000 | +13.1% | 6,637 | +13.9% | 0.04% | +8.1% |
| Q2 2021 | $214,000 | +13.2% | 5,829 | +12.0% | 0.04% | 0.0% |
| Q1 2021 | $189,000 | -83.9% | 5,205 | -83.5% | 0.04% | -85.3% |
| Q4 2020 | $1,176,000 | +26.2% | 31,635 | +24.7% | 0.25% | +9.1% |
| Q3 2020 | $932,000 | +1594.5% | 25,364 | +1588.7% | 0.23% | +1252.9% |
| Q2 2020 | $55,000 | +1733.3% | 1,502 | +1902.7% | 0.02% | +750.0% |
| Q1 2020 | $3,000 | -83.3% | 75 | -85.3% | 0.00% | -80.0% |
| Q3 2017 | $18,000 | +5.9% | 509 | +0.6% | 0.01% | -9.1% |
| Q2 2017 | $17,000 | – | 506 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GoalVest Advisory LLC | 221,088 | $7,258,319 | 3.19% |
| CGN Advisors LLC | 369,673 | $12,136,370 | 1.68% |
| ST GERMAIN D J CO INC | 641,073 | $21,046,427 | 1.10% |
| Systelligence, LLC | 113,349 | $3,721,248 | 1.02% |
| APPLETON PARTNERS INC/MA | 230,020 | $7,552 | 0.61% |
| JUNCTURE WEALTH STRATEGIES, LLC | 16,865 | $553,678 | 0.25% |
| Curbstone Financial Management Corp | 12,720 | $417,598 | 0.10% |
| Bartlett & Co. LLC | 167,089 | $5,491 | 0.09% |
| Anchor Investment Management, LLC | 1,121 | $36,802 | 0.00% |