SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $406,000 | -25.4% | 14,830 | -17.4% | 0.23% | -18.1% |
| Q1 2022 | $544,000 | -14.2% | 17,962 | -10.8% | 0.28% | -14.0% |
| Q4 2021 | $634,000 | -0.6% | 20,133 | -1.8% | 0.33% | -1.2% |
| Q3 2021 | $638,000 | -1.5% | 20,504 | -1.5% | 0.33% | +4.1% |
| Q2 2021 | $648,000 | +0.2% | 20,819 | -1.7% | 0.32% | -9.4% |
| Q1 2021 | $647,000 | -4.4% | 21,170 | -2.5% | 0.35% | -7.9% |
| Q4 2020 | $677,000 | -1.2% | 21,705 | -2.1% | 0.38% | -15.9% |
| Q3 2020 | $685,000 | -99.9% | 22,177 | -3.0% | 0.45% | -2.4% |
| Q2 2020 | $699,883,000 | +110466.0% | 22,872 | +4.9% | 0.46% | -9.7% |
| Q1 2020 | $633,000 | +5.9% | 21,809 | +4.2% | 0.52% | +30.1% |
| Q4 2019 | $598,000 | -0.5% | 20,936 | -0.6% | 0.40% | -9.8% |
| Q3 2019 | $601,000 | – | 21,056 | – | 0.44% | – |
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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% |