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 | $357 | -9.4% | 14,370 | -5.9% | 0.13% | -7.1% |
| Q2 2023 | $394 | -13.6% | 15,263 | -10.7% | 0.14% | -20.3% |
| Q1 2023 | $456 | -41.2% | 17,094 | -43.2% | 0.18% | -46.5% |
| Q4 2022 | $775 | -99.9% | 30,103 | -26.2% | 0.33% | -25.6% |
| Q3 2022 | $1,035,000 | -3.9% | 40,798 | +4.2% | 0.44% | +1.4% |
| Q2 2022 | $1,077,000 | -3.5% | 39,148 | +6.1% | 0.44% | +13.1% |
| Q1 2022 | $1,116,000 | -2.3% | 36,883 | +1.7% | 0.39% | +2.6% |
| Q4 2021 | $1,142,000 | +9.6% | 36,266 | +8.2% | 0.38% | +4.1% |
| Q3 2021 | $1,042,000 | +6.1% | 33,504 | +6.3% | 0.36% | +2.8% |
| Q2 2021 | $982,000 | +13.3% | 31,528 | +11.1% | 0.35% | +1.7% |
| Q1 2021 | $867,000 | +7.4% | 28,369 | +9.5% | 0.35% | +3.6% |
| Q4 2020 | $807,000 | +10.2% | 25,900 | +9.3% | 0.34% | +8.1% |
| Q3 2020 | $732,000 | +50.9% | 23,700 | +47.2% | 0.31% | +34.2% |
| Q2 2020 | $485,000 | +4.5% | 16,097 | +0.7% | 0.23% | 0.0% |
| Q1 2020 | $464,000 | +3.8% | 15,989 | +2.1% | 0.23% | +9.0% |
| Q4 2019 | $447,000 | -23.7% | 15,656 | -23.8% | 0.21% | -30.5% |
| Q3 2019 | $586,000 | +5.2% | 20,537 | +108.6% | 0.30% | +5.2% |
| Q2 2019 | $557,000 | +2.8% | 9,843 | +1.2% | 0.29% | -3.3% |
| Q1 2019 | $542,000 | +3.4% | 9,727 | 0.0% | 0.30% | +2.7% |
| Q4 2018 | $524,000 | -14.0% | 9,727 | -13.0% | 0.29% | -4.6% |
| Q3 2018 | $609,000 | +38.7% | 11,184 | +41.5% | 0.31% | +29.1% |
| Q2 2018 | $439,000 | +26.9% | 7,902 | +27.5% | 0.24% | +16.7% |
| Q1 2018 | $346,000 | +112.3% | 6,198 | +114.3% | 0.20% | +107.1% |
| Q4 2017 | $163,000 | – | 2,892 | – | 0.10% | – |
Download | ||||||
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% |