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 2023 | $1,023,606 | -54.9% | 41,208 | -42.8% | 0.09% | -48.2% |
| Q4 2021 | $2,270,000 | -9.1% | 72,059 | -10.3% | 0.17% | -15.8% |
| Q3 2021 | $2,498,000 | +39.6% | 80,324 | +39.8% | 0.20% | +33.8% |
| Q2 2021 | $1,789,000 | -8.4% | 57,440 | -10.1% | 0.15% | -14.2% |
| Q1 2021 | $1,952,000 | -17.3% | 63,888 | -15.7% | 0.18% | -21.1% |
| Q4 2020 | $2,361,000 | +7.4% | 75,752 | +6.3% | 0.22% | -1.8% |
| Q3 2020 | $2,199,000 | +29.7% | 71,253 | +26.6% | 0.23% | +21.4% |
| Q2 2020 | $1,696,000 | +657.1% | 56,285 | +1298.4% | 0.19% | +619.2% |
| Q1 2018 | $224,000 | -2.2% | 4,025 | -0.0% | 0.03% | -10.3% |
| Q1 2017 | $229,000 | -90.4% | 4,027 | -90.5% | 0.03% | -91.0% |
| Q4 2016 | $2,388,000 | +610.7% | 42,502 | +634.8% | 0.32% | +561.2% |
| Q2 2016 | $336,000 | -38.1% | 5,784 | -39.1% | 0.05% | -40.2% |
| Q1 2016 | $543,000 | – | 9,494 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |