SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,121 | +17567.3% | 33,137 | +18309.4% | 0.01% | – |
| Q2 2023 | $4,659 | -67.4% | 180 | -66.4% | 0.00% | – |
| Q1 2023 | $14,287 | -81.9% | 536 | -93.1% | 0.00% | -100.0% |
| Q4 2022 | $79,020 | -88.5% | 7,726 | -71.5% | 0.00% | -81.8% |
| Q3 2022 | $686,000 | -21.3% | 27,062 | -14.7% | 0.01% | -21.4% |
| Q2 2022 | $872,000 | +56.8% | 31,714 | +72.8% | 0.01% | +55.6% |
| Q1 2022 | $556,000 | -51.5% | 18,358 | -49.5% | 0.01% | -47.1% |
| Q4 2021 | $1,146,000 | +72.6% | 36,373 | +70.3% | 0.02% | +6.2% |
| Q3 2021 | $664,000 | – | 21,354 | – | 0.02% | – |
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% |