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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $459,000 | +26.1% | 17,772 | +35.0% | 0.00% | 0.0% |
Q2 2022 | $364,000 | -41.3% | 13,161 | -35.9% | 0.00% | 0.0% |
Q1 2022 | $620,000 | -8.3% | 20,520 | -4.6% | 0.00% | 0.0% |
Q4 2021 | $676,000 | +193.9% | 21,502 | +428.7% | 0.00% | -50.0% |
Q3 2017 | $230,000 | -71.7% | 4,067 | -71.4% | 0.00% | -33.3% |
Q1 2016 | $813,000 | +16.5% | 14,223 | +11.1% | 0.00% | -62.5% |
Q4 2015 | $698,000 | +5.0% | 12,801 | +5.8% | 0.01% | -11.1% |
Q3 2015 | $665,000 | +0.5% | 12,104 | +1.9% | 0.01% | -18.2% |
Q2 2015 | $662,000 | +0.5% | 11,878 | +2.2% | 0.01% | +10.0% |
Q1 2015 | $659,000 | +7.2% | 11,617 | +5.8% | 0.01% | +11.1% |
Q4 2014 | $615,000 | -3.8% | 10,984 | -4.1% | 0.01% | -18.2% |
Q3 2014 | $639,000 | +0.6% | 11,455 | +3.4% | 0.01% | 0.0% |
Q2 2014 | $635,000 | +1.1% | 11,076 | -2.0% | 0.01% | -8.3% |
Q1 2014 | $628,000 | +20.5% | 11,302 | +18.0% | 0.01% | +9.1% |
Q4 2013 | $521,000 | +7.2% | 9,575 | +9.5% | 0.01% | -15.4% |
Q2 2013 | $486,000 | – | 8,747 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |