SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,094 | -3.4% | 1,131 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $29,078 | -3.6% | 1,131 | 0.0% | 0.01% | -6.7% |
Q1 2023 | $30,152 | +3.5% | 1,131 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $29,123 | +0.4% | 1,131 | 0.0% | 0.02% | -6.2% |
Q3 2022 | $29,000 | -6.5% | 1,131 | 0.0% | 0.02% | -5.9% |
Q2 2022 | $31,000 | -8.8% | 1,131 | 0.0% | 0.02% | +6.2% |
Q1 2022 | $34,000 | -5.6% | 1,131 | 0.0% | 0.02% | -5.9% |
Q4 2021 | $36,000 | +2.9% | 1,131 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $35,000 | 0.0% | 1,131 | 0.0% | 0.02% | -5.6% |
Q2 2021 | $35,000 | 0.0% | 1,131 | 0.0% | 0.02% | -5.3% |
Q1 2021 | $35,000 | – | 1,131 | – | 0.02% | – |
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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% |