SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,295,183 | -39.7% | 52,141 | -37.3% | 0.43% | -39.5% |
| Q2 2023 | $2,148,984 | +20.3% | 83,165 | +24.1% | 0.71% | +13.0% |
| Q1 2023 | $1,787,051 | +7.0% | 67,006 | +3.3% | 0.62% | +5.0% |
| Q4 2022 | $1,670,330 | -3.5% | 64,842 | -5.0% | 0.60% | -1.5% |
| Q3 2022 | $1,731,000 | +576.2% | 68,258 | +633.2% | 0.60% | +636.6% |
| Q2 2022 | $256,000 | – | 9,310 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
| Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
| Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
| Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
| Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
| LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
| DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
| UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
| Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
| Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |