SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |