SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $240,263 | -44.3% | 9,009 | -46.2% | 0.14% | -46.7% |
| Q4 2022 | $431,190 | -1.3% | 16,739 | -2.9% | 0.27% | -15.3% |
| Q3 2022 | $437,000 | -8.4% | 17,240 | -0.5% | 0.32% | -4.5% |
| Q2 2022 | $477,000 | +6.5% | 17,332 | +17.1% | 0.34% | +23.5% |
| Q1 2022 | $448,000 | +7.2% | 14,801 | +11.7% | 0.27% | +8.4% |
| Q4 2021 | $418,000 | +4.5% | 13,254 | +3.0% | 0.25% | -3.5% |
| Q3 2021 | $400,000 | +4.2% | 12,864 | +4.3% | 0.26% | +4.4% |
| Q2 2021 | $384,000 | -6.6% | 12,329 | -8.5% | 0.25% | -9.8% |
| Q1 2021 | $411,000 | +9.3% | 13,470 | +11.5% | 0.28% | -2.1% |
| Q4 2020 | $376,000 | +25.3% | 12,078 | +24.4% | 0.28% | +5.2% |
| Q3 2020 | $300,000 | +7.5% | 9,707 | +4.8% | 0.27% | -8.2% |
| Q2 2020 | $279,000 | -13.1% | 9,259 | -16.4% | 0.29% | -31.9% |
| Q1 2020 | $321,000 | -10.6% | 11,080 | -12.1% | 0.43% | +42.1% |
| Q4 2019 | $359,000 | – | 12,599 | – | 0.30% | – |
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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% |