SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 102 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,238,842 | -0.1% | 492,711 | +4.0% | 0.47% | +0.9% |
| Q2 2023 | $12,245,114 | -1.1% | 473,885 | +2.1% | 0.47% | -7.9% |
| Q1 2023 | $12,381,776 | +34.5% | 464,260 | +30.0% | 0.51% | +10.4% |
| Q4 2022 | $9,202,703 | +49.2% | 357,247 | +59.4% | 0.46% | +46.8% |
| Q2 2022 | $6,167,000 | -18.0% | 224,122 | -9.9% | 0.31% | -0.3% |
| Q1 2022 | $7,524,000 | +2.7% | 248,670 | +6.9% | 0.32% | -0.6% |
| Q4 2021 | $7,326,000 | +3508.9% | 232,562 | +6264.6% | 0.32% | +1032.1% |
| Q2 2018 | $203,000 | +0.5% | 3,654 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $202,000 | – | 3,654 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |