SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,621,194 | +47.0% | 749,645 | +52.9% | 0.09% | +85.7% |
| Q2 2023 | $12,666,024 | -26.9% | 490,171 | -24.5% | 0.05% | +19.5% |
| Q1 2023 | $17,321,541 | +8.8% | 649,490 | +147.0% | 0.04% | -59.8% |
| Q4 2022 | $15,926,091 | +154.6% | 262,944 | +6.6% | 0.10% | +36.0% |
| Q3 2022 | $6,255,000 | -7.2% | 246,644 | +0.7% | 0.08% | +1.4% |
| Q2 2022 | $6,739,000 | +857.2% | 244,855 | +952.9% | 0.07% | +572.7% |
| Q1 2022 | $704,000 | – | 23,255 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |