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 | $363,409 | +47.5% | 14,630 | +58.4% | 0.00% | -20.0% |
| Q1 2023 | $246,404 | -10.5% | 9,239 | -13.6% | 0.01% | -37.5% |
| Q4 2022 | $275,400 | -54.0% | 10,691 | -54.7% | 0.01% | -55.6% |
| Q3 2022 | $599,000 | +162.7% | 23,607 | +184.7% | 0.02% | +125.0% |
| Q2 2022 | $228,000 | -64.7% | 8,293 | -59.5% | 0.01% | -71.4% |
| Q4 2021 | $645,000 | -45.0% | 20,483 | -45.6% | 0.03% | -20.0% |
| Q2 2021 | $1,172,000 | +452.8% | 37,624 | +415.1% | 0.04% | +600.0% |
| Q1 2020 | $212,000 | -41.6% | 7,304 | +8.4% | 0.01% | +25.0% |
| Q4 2018 | $363,000 | +77.9% | 6,738 | +88.4% | 0.00% | -90.0% |
| Q1 2017 | $204,000 | – | 3,576 | – | 0.04% | – |
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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% |