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 | $346,990 | -87.6% | 13,969 | -87.1% | 0.00% | -100.0% |
| Q2 2023 | $2,800,178 | -27.0% | 108,366 | -24.6% | 0.00% | – |
| Q1 2023 | $3,833,892 | +24.7% | 143,753 | +20.4% | 0.00% | -100.0% |
| Q4 2022 | $3,075,383 | +148.6% | 119,386 | +144.6% | 0.00% | – |
| Q3 2022 | $1,237,000 | -6.0% | 48,800 | +2.1% | 0.00% | – |
| Q2 2022 | $1,316,000 | +189.9% | 47,797 | +218.6% | 0.00% | – |
| Q1 2022 | $454,000 | -89.0% | 15,000 | -88.7% | 0.00% | -100.0% |
| Q3 2021 | $4,122,000 | +888.5% | 132,549 | +1688.5% | 0.00% | – |
| Q4 2017 | $417,000 | -60.6% | 7,411 | -60.6% | 0.00% | – |
| Q3 2017 | $1,059,000 | +29.6% | 18,791 | +29.2% | 0.00% | – |
| Q2 2017 | $817,000 | -75.9% | 14,541 | -75.5% | 0.00% | -100.0% |
| Q1 2017 | $3,387,000 | +856.8% | 59,444 | +844.5% | 0.00% | – |
| Q4 2016 | $354,000 | -90.4% | 6,294 | -90.1% | 0.00% | -100.0% |
| Q3 2016 | $3,697,000 | +109.1% | 63,581 | +109.1% | 0.00% | +100.0% |
| Q2 2016 | $1,768,000 | +205.4% | 30,402 | +200.4% | 0.00% | – |
| Q1 2016 | $579,000 | -79.4% | 10,121 | -80.3% | 0.00% | -100.0% |
| Q4 2015 | $2,807,000 | -22.2% | 51,386 | -21.4% | 0.00% | -50.0% |
| Q3 2015 | $3,609,000 | -25.2% | 65,357 | -24.6% | 0.00% | 0.0% |
| Q2 2015 | $4,828,000 | +949.6% | 86,640 | +969.0% | 0.00% | – |
| Q1 2015 | $460,000 | -84.9% | 8,105 | -85.1% | 0.00% | -100.0% |
| Q4 2014 | $3,049,000 | +96.5% | 54,474 | +95.7% | 0.00% | 0.0% |
| Q3 2014 | $1,552,000 | +46.1% | 27,830 | +50.3% | 0.00% | – |
| Q2 2014 | $1,062,000 | -47.4% | 18,517 | -49.0% | 0.00% | -100.0% |
| Q1 2014 | $2,019,000 | +155.9% | 36,330 | +150.5% | 0.00% | – |
| Q4 2013 | $789,000 | -77.6% | 14,502 | -77.1% | 0.00% | -100.0% |
| Q3 2013 | $3,529,000 | +392.9% | 63,257 | +390.7% | 0.00% | – |
| Q2 2013 | $716,000 | – | 12,891 | – | 0.00% | – |
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% |