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 ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |