SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 269 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $681,185 | +5.3% | 26,797 | +6.1% | 0.00% | 0.0% |
Q1 2024 | $647,136 | -1.2% | 25,259 | -1.4% | 0.00% | 0.0% |
Q4 2023 | $655,080 | -45.1% | 25,619 | -46.7% | 0.00% | -50.0% |
Q3 2023 | $1,193,897 | +35.0% | 48,063 | +40.5% | 0.00% | +100.0% |
Q2 2023 | $884,158 | -11.2% | 34,217 | -8.3% | 0.00% | 0.0% |
Q1 2023 | $995,154 | -20.3% | 37,314 | -23.0% | 0.00% | -50.0% |
Q4 2022 | $1,248,455 | +11.2% | 48,465 | +9.5% | 0.00% | 0.0% |
Q3 2022 | $1,123,000 | -38.6% | 44,271 | -33.4% | 0.00% | -33.3% |
Q2 2022 | $1,829,000 | -43.1% | 66,475 | -37.4% | 0.00% | -40.0% |
Q1 2022 | $3,214,000 | +665.2% | 106,194 | +695.7% | 0.01% | +400.0% |
Q4 2021 | $420,000 | +15.1% | 13,346 | +13.8% | 0.00% | 0.0% |
Q3 2021 | $365,000 | +30.4% | 11,725 | +30.5% | 0.00% | – |
Q2 2021 | $280,000 | +15.2% | 8,987 | +14.1% | 0.00% | -100.0% |
Q3 2020 | $243,000 | -58.4% | 7,877 | -60.8% | 0.00% | -50.0% |
Q1 2020 | $584,000 | +192.0% | 20,100 | +186.4% | 0.00% | +100.0% |
Q4 2019 | $200,000 | -1.5% | 7,017 | +96.1% | 0.00% | 0.0% |
Q2 2019 | $203,000 | +1461.5% | 3,579 | +1456.1% | 0.00% | – |
Q2 2017 | $13,000 | 0.0% | 230 | -1.7% | 0.00% | – |
Q1 2017 | $13,000 | 0.0% | 234 | +1.7% | 0.00% | – |
Q4 2016 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | – |
Q3 2016 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | – |
Q2 2016 | $13,000 | -89.7% | 230 | -89.6% | 0.00% | -100.0% |
Q1 2016 | $126,000 | +869.2% | 2,205 | +858.7% | 0.00% | – |
Q4 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | – |
Q3 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | – |
Q1 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | – |
Q4 2014 | $13,000 | -51.9% | 230 | -52.0% | 0.00% | – |
Q3 2014 | $27,000 | +42.1% | 479 | +47.4% | 0.00% | – |
Q2 2014 | $19,000 | +5.6% | 325 | 0.0% | 0.00% | – |
Q1 2014 | $18,000 | 0.0% | 325 | 0.0% | 0.00% | – |
Q4 2013 | $18,000 | -25.0% | 325 | -23.5% | 0.00% | – |
Q3 2013 | $24,000 | +33.3% | 425 | +30.8% | 0.00% | – |
Q2 2013 | $18,000 | – | 325 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |