SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,737,708 | +2.8% | 69,956 | +7.0% | 0.36% | +7.2% |
| Q2 2023 | $1,689,911 | -43.7% | 65,399 | -41.9% | 0.33% | -45.7% |
| Q1 2023 | $3,003,976 | +2.0% | 112,635 | -1.5% | 0.61% | -2.2% |
| Q4 2022 | $2,945,141 | -11.8% | 114,330 | -13.2% | 0.63% | -13.2% |
| Q3 2022 | $3,340,000 | -6.1% | 131,694 | +1.9% | 0.72% | -0.7% |
| Q2 2022 | $3,556,000 | +2136.5% | 129,206 | +2353.6% | 0.73% | +2406.9% |
| Q1 2022 | $159,000 | – | 5,266 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |