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 | $1,143,215 | -7.6% | 46,023 | -3.9% | 0.01% | -22.2% |
| Q2 2023 | $1,237,348 | -25.8% | 47,885 | -23.4% | 0.01% | -25.0% |
| Q1 2023 | $1,666,582 | +15.7% | 62,489 | +11.8% | 0.01% | 0.0% |
| Q4 2022 | $1,440,319 | +54.7% | 55,913 | +52.2% | 0.01% | 0.0% |
| Q3 2022 | $931,000 | -14.0% | 36,726 | -6.7% | 0.01% | -14.3% |
| Q2 2022 | $1,083,000 | +11.8% | 39,372 | +23.0% | 0.01% | +16.7% |
| Q1 2022 | $969,000 | +6.0% | 32,020 | +10.3% | 0.01% | +9.1% |
| Q4 2021 | $914,000 | +16.6% | 29,029 | +15.1% | 0.01% | 0.0% |
| Q3 2021 | $784,000 | +47.9% | 25,212 | +48.0% | 0.01% | +57.1% |
| Q2 2021 | $530,000 | +73.2% | 17,034 | +69.9% | 0.01% | +16.7% |
| Q1 2021 | $306,000 | +2.3% | 10,023 | +4.3% | 0.01% | -14.3% |
| Q4 2020 | $299,000 | +6.0% | 9,607 | +5.1% | 0.01% | 0.0% |
| Q3 2020 | $282,000 | +9.7% | 9,140 | +7.0% | 0.01% | 0.0% |
| Q2 2020 | $257,000 | +8.0% | 8,543 | +4.3% | 0.01% | -12.5% |
| Q1 2020 | $238,000 | +17.2% | 8,187 | +14.4% | 0.01% | +60.0% |
| Q4 2019 | $203,000 | 0.0% | 7,159 | +0.1% | 0.01% | -16.7% |
| Q3 2019 | $203,000 | – | 7,154 | – | 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% |