SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |