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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $250,561 | -67.6% | 9,395 | -68.7% | 0.03% | -66.7% |
| Q4 2022 | $773,878 | -23.2% | 30,042 | -24.5% | 0.10% | -27.2% |
| Q3 2022 | $1,008,000 | -11.0% | 39,765 | -3.4% | 0.14% | -9.3% |
| Q2 2022 | $1,133,000 | -9.6% | 41,171 | -0.7% | 0.15% | +6.4% |
| Q1 2022 | $1,254,000 | -3.9% | 41,445 | +0.0% | 0.14% | +3.7% |
| Q4 2021 | $1,305,000 | +9.1% | 41,443 | +7.8% | 0.14% | +3.8% |
| Q3 2021 | $1,196,000 | +49.7% | 38,441 | +49.7% | 0.13% | +45.6% |
| Q2 2021 | $799,000 | +18.9% | 25,674 | +16.8% | 0.09% | +3.4% |
| Q1 2021 | $672,000 | – | 21,988 | – | 0.09% | – |
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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% |