SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |