SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $545 | -17.9% | 21,951 | -14.6% | 0.01% | -16.7% |
Q2 2023 | $664 | -12.1% | 25,697 | -11.0% | 0.01% | -14.3% |
Q1 2023 | $755 | +6.6% | 28,871 | +5.1% | 0.01% | 0.0% |
Q4 2022 | $708 | -99.9% | 27,472 | -10.4% | 0.01% | -12.5% |
Q3 2022 | $778,000 | -99.8% | 30,671 | +422.1% | 0.02% | -30.4% |
Q4 2015 | $320,951,000 | -1.1% | 5,875 | 0.0% | 0.02% | -4.2% |
Q3 2015 | $324,418,000 | -0.9% | 5,875 | 0.0% | 0.02% | +4.3% |
Q2 2015 | $327,414,000 | -1.7% | 5,875 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $333,113,000 | – | 5,875 | – | 0.02% | – |
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% |