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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $219,000 | -75.3% | 6,400 | -75.9% | 0.00% | – |
| Q3 2018 | $886,000 | -31.6% | 26,600 | -31.6% | 0.00% | – |
| Q2 2018 | $1,295,000 | -34.1% | 38,900 | -33.6% | 0.00% | -100.0% |
| Q1 2018 | $1,965,000 | -26.3% | 58,600 | -24.8% | 0.00% | 0.0% |
| Q4 2017 | $2,666,000 | -30.3% | 77,900 | -29.8% | 0.00% | 0.0% |
| Q3 2017 | $3,827,000 | -8.2% | 110,900 | -8.5% | 0.00% | 0.0% |
| Q2 2017 | $4,170,000 | -25.2% | 121,200 | -25.8% | 0.00% | -50.0% |
| Q1 2017 | $5,573,000 | -3.0% | 163,300 | -3.7% | 0.00% | 0.0% |
| Q4 2016 | $5,748,000 | -28.7% | 169,500 | -26.6% | 0.00% | -33.3% |
| Q3 2016 | $8,064,000 | -70.6% | 231,000 | -70.6% | 0.00% | -70.0% |
| Q2 2016 | $27,434,000 | – | 786,300 | – | 0.01% | – |
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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% |