SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,258 | -13.5% | 90,895 | -10.1% | 0.01% | -8.3% |
| Q2 2023 | $2,611 | -22.6% | 101,063 | -20.1% | 0.01% | -29.4% |
| Q1 2023 | $3,375 | -11.1% | 126,547 | -14.2% | 0.02% | -15.0% |
| Q4 2022 | $3,798 | -99.9% | 147,449 | -35.4% | 0.02% | -39.4% |
| Q3 2022 | $5,788,000 | -15.1% | 228,247 | -7.8% | 0.03% | -10.8% |
| Q2 2022 | $6,814,000 | -46.8% | 247,599 | -41.5% | 0.04% | -37.3% |
| Q1 2022 | $12,817,000 | -12.3% | 423,573 | -8.7% | 0.06% | -9.2% |
| Q4 2021 | $14,614,000 | +22.1% | 463,939 | +20.6% | 0.06% | +10.2% |
| Q3 2021 | $11,966,000 | +20.4% | 384,766 | +20.6% | 0.06% | +22.9% |
| Q2 2021 | $9,936,000 | +10.0% | 319,083 | +7.9% | 0.05% | -2.0% |
| Q1 2021 | $9,033,000 | +201.3% | 295,674 | +207.4% | 0.05% | +172.2% |
| Q4 2020 | $2,998,000 | +73.7% | 96,174 | +72.1% | 0.02% | +50.0% |
| Q3 2020 | $1,726,000 | -15.5% | 55,897 | -17.5% | 0.01% | -20.0% |
| Q2 2020 | $2,043,000 | -20.4% | 67,776 | -23.3% | 0.02% | -40.0% |
| Q1 2020 | $2,566,000 | +1.8% | 88,360 | +0.1% | 0.02% | +31.6% |
| Q4 2019 | $2,521,000 | +23.0% | 88,309 | +22.8% | 0.02% | +5.6% |
| Q3 2019 | $2,050,000 | +90.7% | 71,887 | +278.5% | 0.02% | +80.0% |
| Q2 2019 | $1,075,000 | +3.8% | 18,991 | +2.1% | 0.01% | 0.0% |
| Q1 2019 | $1,036,000 | -28.9% | 18,608 | -31.2% | 0.01% | -37.5% |
| Q4 2018 | $1,457,000 | +57.0% | 27,034 | +58.7% | 0.02% | +77.8% |
| Q3 2018 | $928,000 | +5.7% | 17,034 | +7.8% | 0.01% | 0.0% |
| Q2 2018 | $878,000 | -29.3% | 15,806 | -29.1% | 0.01% | -35.7% |
| Q1 2018 | $1,242,000 | +200.0% | 22,278 | +202.4% | 0.01% | +180.0% |
| Q4 2017 | $414,000 | +41.8% | 7,367 | +42.4% | 0.01% | +25.0% |
| Q3 2017 | $292,000 | +2.8% | 5,174 | +2.2% | 0.00% | 0.0% |
| Q2 2017 | $284,000 | +25.1% | 5,064 | +27.2% | 0.00% | 0.0% |
| Q1 2017 | $227,000 | +0.4% | 3,982 | -2.9% | 0.00% | -33.3% |
| Q3 2015 | $226,000 | -1.3% | 4,102 | -0.2% | 0.01% | 0.0% |
| Q2 2015 | $229,000 | -2.1% | 4,110 | -0.6% | 0.01% | -14.3% |
| Q1 2015 | $234,000 | -2.1% | 4,135 | -3.2% | 0.01% | 0.0% |
| Q4 2014 | $239,000 | -9.5% | 4,273 | -9.6% | 0.01% | -12.5% |
| Q3 2014 | $264,000 | – | 4,729 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 507,725 | $15,826,000 | 8.15% |
| Bridge Advisory, LLC | 447,134 | $13,937,000 | 6.57% |
| LINCOLN NATIONAL CORP | 7,262,291 | $226,366,000 | 5.98% |
| Willow Creek Wealth Management Inc. | 466,463 | $14,540,000 | 5.48% |
| Pure Financial Advisors, LLC | 1,385,234 | $43,178,000 | 5.17% |
| Blueprint Investment Partners LLC | 157 | $4,884,000 | 3.95% |
| Deane Retirement Strategies, Inc. | 382,374 | $11,918,000 | 3.63% |
| Tempus Wealth Planning, LLC | 81,053 | $2,526,000 | 3.26% |
| Glovista Investments LLC | 270,345 | $8,414,000 | 2.74% |
| Valtinson Bruner Financial Planning LLC | 104,147 | $3,231,000 | 2.03% |