SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,887,000 | -31.5% | 237,023 | -28.7% | 0.00% | 0.0% |
| Q2 2023 | $8,588,000 | -27.5% | 332,349 | -25.2% | 0.00% | -33.3% |
| Q1 2023 | $11,850,000 | +69.7% | 444,278 | +63.9% | 0.00% | +50.0% |
| Q4 2022 | $6,984,000 | -38.2% | 271,118 | -39.2% | 0.00% | -50.0% |
| Q3 2022 | $11,300,000 | -19.0% | 445,614 | -12.1% | 0.00% | 0.0% |
| Q2 2022 | $13,950,000 | +7.0% | 506,913 | +17.6% | 0.00% | +33.3% |
| Q1 2022 | $13,040,000 | +4.0% | 430,923 | +8.3% | 0.00% | 0.0% |
| Q4 2021 | $12,533,000 | +14.3% | 397,869 | +12.8% | 0.00% | 0.0% |
| Q3 2021 | $10,966,000 | -38.8% | 352,596 | -38.7% | 0.00% | -40.0% |
| Q2 2021 | $17,905,000 | +6.4% | 574,985 | +4.4% | 0.01% | 0.0% |
| Q1 2021 | $16,826,000 | +39.7% | 550,750 | +42.5% | 0.01% | +66.7% |
| Q4 2020 | $12,043,000 | +3.7% | 386,356 | +2.7% | 0.00% | -25.0% |
| Q3 2020 | $11,610,000 | +118.9% | 376,060 | +113.7% | 0.00% | +100.0% |
| Q2 2020 | $5,304,000 | +222.4% | 175,972 | +210.5% | 0.00% | +100.0% |
| Q1 2020 | $1,645,000 | -60.2% | 56,676 | -60.8% | 0.00% | 0.0% |
| Q4 2019 | $4,131,000 | +17.0% | 144,669 | +16.8% | 0.00% | 0.0% |
| Q3 2019 | $3,532,000 | -4.5% | 123,866 | +89.6% | 0.00% | 0.0% |
| Q2 2019 | $3,697,000 | +33.8% | 65,323 | +31.6% | 0.00% | 0.0% |
| Q1 2019 | $2,763,000 | -11.0% | 49,620 | -13.9% | 0.00% | 0.0% |
| Q4 2018 | $3,105,000 | +88.3% | 57,629 | +90.3% | 0.00% | 0.0% |
| Q3 2018 | $1,649,000 | +28.5% | 30,290 | +31.2% | 0.00% | 0.0% |
| Q2 2018 | $1,283,000 | -59.2% | 23,091 | -59.0% | 0.00% | 0.0% |
| Q1 2018 | $3,143,000 | +248.1% | 56,361 | +251.1% | 0.00% | – |
| Q4 2017 | $903,000 | +168.8% | 16,051 | +169.4% | 0.00% | – |
| Q3 2017 | $336,000 | -81.8% | 5,959 | -81.9% | 0.00% | -100.0% |
| Q2 2017 | $1,849,000 | -13.0% | 32,921 | -11.8% | 0.00% | 0.0% |
| Q1 2017 | $2,126,000 | +1108.0% | 37,319 | +1089.3% | 0.00% | – |
| Q4 2016 | $176,000 | -71.1% | 3,138 | -70.1% | 0.00% | – |
| Q3 2016 | $610,000 | -12.7% | 10,484 | -12.8% | 0.00% | – |
| Q2 2016 | $699,000 | -76.9% | 12,022 | -77.3% | 0.00% | -100.0% |
| Q1 2016 | $3,028,000 | +2032.4% | 52,927 | +1945.1% | 0.00% | – |
| Q4 2015 | $142,000 | -97.8% | 2,588 | -97.8% | 0.00% | -100.0% |
| Q3 2015 | $6,477,000 | +158.8% | 117,307 | +161.1% | 0.01% | +150.0% |
| Q2 2015 | $2,503,000 | +2454.1% | 44,923 | +2505.7% | 0.00% | – |
| Q1 2015 | $98,000 | -99.0% | 1,724 | -99.0% | 0.00% | -100.0% |
| Q4 2014 | $9,861,000 | +216.9% | 176,150 | +215.8% | 0.01% | +200.0% |
| Q3 2014 | $3,112,000 | +30.2% | 55,787 | +33.9% | 0.00% | 0.0% |
| Q2 2014 | $2,390,000 | -37.1% | 41,664 | -39.1% | 0.00% | -33.3% |
| Q1 2014 | $3,801,000 | +18905.0% | 68,399 | +18639.5% | 0.00% | – |
| Q4 2013 | $20,000 | -99.7% | 365 | -99.7% | 0.00% | -100.0% |
| Q3 2013 | $6,264,000 | +993.2% | 112,276 | +987.4% | 0.01% | – |
| Q2 2013 | $573,000 | – | 10,325 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 507,725 | $15,826,000 | 8.15% |
| Bridge Advisory, LLC | 447,134 | $13,937,000 | 6.57% |
| LINCOLN NATIONAL CORP | 7,262,291 | $226,366,000 | 5.98% |
| Willow Creek Wealth Management Inc. | 466,463 | $14,540,000 | 5.48% |
| Pure Financial Advisors, LLC | 1,385,234 | $43,178,000 | 5.17% |
| Blueprint Investment Partners LLC | 157 | $4,884,000 | 3.95% |
| Deane Retirement Strategies, Inc. | 382,374 | $11,918,000 | 3.63% |
| Tempus Wealth Planning, LLC | 81,053 | $2,526,000 | 3.26% |
| Glovista Investments LLC | 270,345 | $8,414,000 | 2.74% |
| Valtinson Bruner Financial Planning LLC | 104,147 | $3,231,000 | 2.03% |