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 | $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% | – |
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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% |