SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,048,000 | -7.3% | 159,603 | +0.6% | 1.55% | -3.9% |
| Q2 2022 | $4,366,000 | -6.6% | 158,637 | +2.7% | 1.61% | +10.4% |
| Q1 2022 | $4,674,000 | -0.2% | 154,468 | +3.9% | 1.46% | +7.0% |
| Q4 2021 | $4,682,000 | +17.6% | 148,628 | +16.1% | 1.36% | +9.4% |
| Q3 2021 | $3,982,000 | +1.3% | 128,038 | +1.5% | 1.25% | -1.2% |
| Q2 2021 | $3,930,000 | +3.2% | 126,194 | +1.2% | 1.26% | -3.8% |
| Q1 2021 | $3,809,000 | +4.6% | 124,694 | +6.8% | 1.31% | 0.0% |
| Q4 2020 | $3,641,000 | +5.0% | 116,809 | +4.0% | 1.31% | -7.9% |
| Q3 2020 | $3,468,000 | +4.5% | 112,355 | +2.0% | 1.42% | -8.6% |
| Q2 2020 | $3,320,000 | +5.0% | 110,156 | +1.2% | 1.56% | -9.0% |
| Q1 2020 | $3,161,000 | -0.6% | 108,843 | -2.3% | 1.71% | +20.2% |
| Q4 2019 | $3,181,000 | +7.9% | 111,424 | +7.8% | 1.42% | +2.2% |
| Q3 2019 | $2,949,000 | +9.5% | 103,389 | +117.2% | 1.39% | +4.7% |
| Q2 2019 | $2,694,000 | +11.7% | 47,607 | +10.0% | 1.33% | +6.2% |
| Q1 2019 | $2,411,000 | +62.1% | 43,296 | +56.9% | 1.25% | +34.5% |
| Q4 2018 | $1,487,000 | +0.6% | 27,586 | +1.7% | 0.93% | +24.5% |
| Q3 2018 | $1,478,000 | +21.8% | 27,128 | +24.2% | 0.75% | +14.4% |
| Q2 2018 | $1,213,000 | +2.5% | 21,848 | +3.0% | 0.65% | +1.6% |
| Q1 2018 | $1,183,000 | +17.1% | 21,221 | +18.2% | 0.64% | +16.0% |
| Q4 2017 | $1,010,000 | – | 17,953 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |