SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,282,559 | -8.4% | 282,708 | -9.9% | 0.18% | -17.1% |
| Q3 2022 | $7,954,000 | -12.5% | 313,650 | -5.0% | 0.22% | -3.1% |
| Q2 2022 | $9,089,000 | -27.9% | 330,260 | -20.7% | 0.23% | -18.8% |
| Q1 2022 | $12,602,000 | +191.9% | 416,458 | +203.9% | 0.28% | +193.8% |
| Q4 2021 | $4,317,000 | +37.3% | 137,051 | +35.6% | 0.10% | +20.0% |
| Q3 2021 | $3,144,000 | +58.5% | 101,100 | +58.7% | 0.08% | +63.3% |
| Q2 2021 | $1,984,000 | +242.1% | 63,698 | +235.5% | 0.05% | +206.2% |
| Q1 2021 | $580,000 | +83.5% | 18,984 | +87.4% | 0.02% | +77.8% |
| Q4 2020 | $316,000 | +3.3% | 10,128 | +2.3% | 0.01% | -10.0% |
| Q3 2020 | $306,000 | +25.4% | 9,904 | +22.3% | 0.01% | +11.1% |
| Q2 2020 | $244,000 | +3.4% | 8,097 | -0.2% | 0.01% | -18.2% |
| Q1 2020 | $236,000 | +61.6% | 8,117 | +203.3% | 0.01% | +57.1% |
| Q3 2018 | $146,000 | -2.0% | 2,676 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $149,000 | +16.4% | 2,676 | +17.6% | 0.01% | 0.0% |
| Q4 2017 | $128,000 | – | 2,276 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 507,725 | $15,826,000 | 8.15% |
| Bridge Advisory, LLC | 447,134 | $13,937,000 | 6.57% |
| LINCOLN NATIONAL CORP | 7,262,291 | $226,366,000 | 5.98% |
| Willow Creek Wealth Management Inc. | 466,463 | $14,540,000 | 5.48% |
| Pure Financial Advisors, LLC | 1,385,234 | $43,178,000 | 5.17% |
| Blueprint Investment Partners LLC | 157 | $4,884,000 | 3.95% |
| Deane Retirement Strategies, Inc. | 382,374 | $11,918,000 | 3.63% |
| Tempus Wealth Planning, LLC | 81,053 | $2,526,000 | 3.26% |
| Glovista Investments LLC | 270,345 | $8,414,000 | 2.74% |
| Valtinson Bruner Financial Planning LLC | 104,147 | $3,231,000 | 2.03% |