SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,972,814 | +2.9% | 522,255 | +7.0% | 1.93% | +8.2% |
Q2 2023 | $12,608,034 | -2.6% | 487,927 | +0.5% | 1.79% | -10.6% |
Q1 2023 | $12,950,845 | +104935.2% | 485,596 | +1.5% | 2.00% | -2.4% |
Q4 2022 | $12,330 | -99.9% | 478,636 | -8.3% | 2.05% | -20.3% |
Q3 2022 | $13,231,000 | -0.7% | 521,725 | +7.7% | 2.57% | +3.9% |
Q2 2022 | $13,325,000 | -14.6% | 484,211 | -6.1% | 2.47% | -21.1% |
Q1 2022 | $15,596,000 | -4.8% | 515,403 | -0.9% | 3.14% | -7.5% |
Q4 2021 | $16,388,000 | +1.0% | 520,247 | -0.3% | 3.39% | -5.8% |
Q3 2021 | $16,232,000 | +2.9% | 521,935 | +3.1% | 3.60% | -4.4% |
Q2 2021 | $15,767,000 | +5.1% | 506,334 | +3.1% | 3.76% | -31.7% |
Q1 2021 | $15,002,000 | +3.2% | 491,055 | +5.3% | 5.51% | +0.7% |
Q4 2020 | $14,540,000 | +4.9% | 466,463 | +3.8% | 5.48% | -4.3% |
Q3 2020 | $13,867,000 | +0.7% | 449,205 | -1.7% | 5.72% | -7.5% |
Q2 2020 | $13,776,000 | +5.9% | 457,066 | +2.1% | 6.18% | -5.5% |
Q1 2020 | $13,005,000 | -2.8% | 447,836 | -4.4% | 6.55% | +7.2% |
Q4 2019 | $13,381,000 | +4.1% | 468,683 | +4.0% | 6.11% | +2.5% |
Q3 2019 | $12,856,000 | +8.0% | 450,754 | +114.4% | 5.96% | +4.5% |
Q2 2019 | $11,899,000 | +15.8% | 210,271 | +13.9% | 5.70% | +10.0% |
Q1 2019 | $10,276,000 | +10.7% | 184,546 | +7.1% | 5.18% | +5.0% |
Q4 2018 | $9,284,000 | +32.5% | 172,278 | +34.0% | 4.94% | +26.3% |
Q3 2018 | $7,005,000 | +0.1% | 128,607 | +2.0% | 3.91% | -0.8% |
Q2 2018 | $7,001,000 | +4.3% | 126,070 | +4.7% | 3.94% | +9.6% |
Q1 2018 | $6,712,000 | +25.2% | 120,376 | +26.4% | 3.59% | +1.7% |
Q4 2017 | $5,359,000 | – | 95,267 | – | 3.54% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |