SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $184,215 | +0.5% | 7,416 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $183,294 | -3.1% | 7,093 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $189,075 | +2.1% | 7,089 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $185,225 | +1.8% | 7,190 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $182,000 | -8.1% | 7,190 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $198,000 | -12.4% | 7,190 | -3.5% | 0.00% | 0.0% |
| Q1 2022 | $226,000 | -32.9% | 7,452 | -30.4% | 0.00% | -40.0% |
| Q4 2021 | $337,000 | -15.3% | 10,700 | -16.4% | 0.01% | -28.6% |
| Q3 2021 | $398,000 | -48.3% | 12,800 | -48.3% | 0.01% | -50.0% |
| Q2 2021 | $770,000 | -41.9% | 24,740 | -43.0% | 0.01% | -48.1% |
| Q1 2021 | $1,326,000 | +329.1% | 43,407 | +337.8% | 0.03% | +237.5% |
| Q4 2020 | $309,000 | – | 9,915 | – | 0.01% | – |
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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% |