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 2022 | $902,000 | -10.7% | 35,563 | -3.1% | 0.04% | -5.1% |
| Q2 2022 | $1,010,000 | -10.7% | 36,684 | -1.9% | 0.04% | +2.6% |
| Q1 2022 | $1,131,000 | +14.8% | 37,379 | +19.5% | 0.04% | +15.2% |
| Q4 2021 | $985,000 | +1.2% | 31,279 | -0.1% | 0.03% | -2.9% |
| Q3 2021 | $973,000 | -1.2% | 31,296 | -1.1% | 0.03% | -5.6% |
| Q2 2021 | $985,000 | +1.9% | 31,646 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $967,000 | -15.0% | 31,646 | -13.3% | 0.04% | -19.6% |
| Q4 2020 | $1,138,000 | -12.6% | 36,511 | -13.4% | 0.05% | -22.0% |
| Q3 2020 | $1,302,000 | 0.0% | 42,176 | -2.4% | 0.06% | -6.3% |
| Q2 2020 | $1,302,000 | -9.5% | 43,206 | -12.8% | 0.06% | -28.4% |
| Q1 2020 | $1,439,000 | -19.5% | 49,546 | -20.9% | 0.09% | -5.4% |
| Q4 2019 | $1,787,000 | -1.6% | 62,605 | -1.7% | 0.09% | -7.9% |
| Q3 2019 | $1,816,000 | +3.9% | 63,674 | +106.3% | 0.10% | +7.4% |
| Q2 2019 | $1,747,000 | +3.3% | 30,867 | +1.6% | 0.09% | +3.3% |
| Q1 2019 | $1,691,000 | +8.8% | 30,374 | +5.3% | 0.09% | -1.1% |
| Q4 2018 | $1,554,000 | +264.8% | 28,845 | +268.6% | 0.09% | +300.0% |
| Q3 2018 | $426,000 | +37.0% | 7,826 | +39.8% | 0.02% | +27.8% |
| Q2 2018 | $311,000 | +41.4% | 5,596 | +41.9% | 0.02% | +38.5% |
| Q1 2018 | $220,000 | – | 3,944 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |