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 | $458,944 | +120.6% | 18,476 | +129.5% | 0.01% | +133.3% |
| Q2 2023 | $208,064 | -12.2% | 8,052 | -9.4% | 0.00% | -25.0% |
| Q1 2023 | $237,043 | -43.1% | 8,888 | -45.0% | 0.00% | -42.9% |
| Q4 2022 | $416,616 | -30.4% | 16,173 | -31.5% | 0.01% | -41.7% |
| Q3 2022 | $599,000 | -49.5% | 23,623 | -45.2% | 0.01% | -47.8% |
| Q2 2022 | $1,186,000 | +75.4% | 43,087 | +93.0% | 0.02% | +109.1% |
| Q1 2022 | $676,000 | -26.1% | 22,329 | -23.1% | 0.01% | -21.4% |
| Q4 2021 | $915,000 | +7.5% | 29,035 | +6.1% | 0.01% | -6.7% |
| Q3 2021 | $851,000 | +9.0% | 27,354 | +9.0% | 0.02% | +15.4% |
| Q2 2021 | $781,000 | +55.3% | 25,091 | +53.9% | 0.01% | 0.0% |
| Q3 2020 | $503,000 | +67.1% | 16,302 | +63.0% | 0.01% | +44.4% |
| Q2 2020 | $301,000 | – | 10,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |