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 | $1,637,000 | -58.0% | 64,531 | -54.5% | 0.07% | -57.3% |
| Q2 2022 | $3,902,000 | -78.8% | 141,976 | -76.9% | 0.16% | -76.8% |
| Q1 2022 | $18,370,000 | +4.9% | 613,844 | +9.6% | 0.71% | -14.0% |
| Q4 2021 | $17,520,000 | +68.2% | 560,095 | +67.3% | 0.82% | +61.3% |
| Q3 2021 | $10,414,000 | +75.1% | 334,847 | +75.3% | 0.51% | +88.5% |
| Q2 2021 | $5,948,000 | – | 191,026 | – | 0.27% | – |
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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% |