SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $257,000 | -6.2% | 7,090 | -3.9% | 0.01% | -16.7% |
| Q4 2020 | $274,000 | +28.0% | 7,378 | +27.0% | 0.01% | +20.0% |
| Q3 2020 | $214,000 | -60.4% | 5,809 | -63.4% | 0.01% | -68.8% |
| Q1 2020 | $540,000 | +81.8% | 15,882 | +79.5% | 0.02% | +100.0% |
| Q1 2018 | $297,000 | -7.5% | 8,850 | -5.8% | 0.01% | 0.0% |
| Q4 2017 | $321,000 | +4.6% | 9,390 | +5.6% | 0.01% | 0.0% |
| Q3 2017 | $307,000 | +4.4% | 8,890 | +4.0% | 0.01% | 0.0% |
| Q2 2017 | $294,000 | +38.7% | 8,549 | +37.9% | 0.01% | +33.3% |
| Q1 2017 | $212,000 | – | 6,198 | – | 0.01% | – |
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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% |