SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,669 | -3.9% | 188 | 0.0% | 0.00% | – |
| Q2 2023 | $4,857 | -3.1% | 188 | 0.0% | 0.00% | – |
| Q1 2023 | $5,013 | -95.3% | 188 | -95.5% | 0.00% | -100.0% |
| Q4 2022 | $106,482 | -19.3% | 4,133 | -20.7% | 0.01% | -27.3% |
| Q3 2022 | $132,000 | -7.7% | 5,212 | -0.2% | 0.01% | -21.4% |
| Q2 2022 | $143,000 | -72.9% | 5,224 | -70.1% | 0.01% | -68.9% |
| Q1 2022 | $528,000 | -2.0% | 17,449 | +2.0% | 0.04% | 0.0% |
| Q4 2021 | $539,000 | -7.7% | 17,115 | -9.0% | 0.04% | -6.2% |
| Q3 2021 | $584,000 | -1.0% | 18,807 | -0.8% | 0.05% | -18.6% |
| Q2 2021 | $590,000 | +2.3% | 18,952 | +0.2% | 0.06% | -4.8% |
| Q1 2021 | $577,000 | +91.7% | 18,912 | +95.5% | 0.06% | +67.6% |
| Q4 2020 | $301,000 | – | 9,672 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |