SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 243 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 42.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $695,771 | +2.3% | 27,371 | +3.1% | 0.01% | -12.5% |
| Q1 2024 | $680,083 | +3.1% | 26,545 | +2.9% | 0.01% | 0.0% |
| Q4 2023 | $659,808 | +43.8% | 25,804 | +39.7% | 0.01% | +14.3% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
| LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
| Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
| Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
| Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
| Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
| Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
| Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
| Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
| Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |