SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,517 | -11.9% | 8,797 | -10.0% | 0.01% | -50.0% |
| Q3 2022 | $248,000 | -75.2% | 9,773 | -73.2% | 0.01% | -75.4% |
| Q2 2022 | $1,002,000 | -4.5% | 36,408 | +5.1% | 0.06% | +9.6% |
| Q1 2022 | $1,049,000 | -5.2% | 34,657 | -1.3% | 0.05% | -1.9% |
| Q4 2021 | $1,106,000 | +5.6% | 35,111 | +4.3% | 0.05% | -8.6% |
| Q3 2021 | $1,047,000 | -2.3% | 33,679 | -2.2% | 0.06% | -10.8% |
| Q2 2021 | $1,072,000 | +1.2% | 34,427 | -0.7% | 0.06% | -12.2% |
| Q1 2021 | $1,059,000 | -62.2% | 34,661 | -61.6% | 0.07% | -64.1% |
| Q4 2020 | $2,803,000 | -99.9% | 90,259 | -6.2% | 0.21% | -20.2% |
| Q3 2020 | $2,968,000,000 | – | 96,179 | – | 0.26% | – |
Download | ||||||
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% |