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 | $218,019 | -5.8% | 8,776 | -2.0% | 0.02% | +15.8% |
| Q2 2023 | $231,408 | +9.3% | 8,955 | +12.9% | 0.02% | -9.5% |
| Q1 2023 | $211,626 | -2.5% | 7,935 | -7.3% | 0.02% | 0.0% |
| Q3 2022 | $217,000 | -31.1% | 8,564 | -24.5% | 0.02% | -27.6% |
| Q2 2022 | $315,000 | -6.0% | 11,338 | +2.6% | 0.03% | +11.5% |
| Q1 2022 | $335,000 | -5.6% | 11,055 | -1.9% | 0.03% | -7.1% |
| Q4 2021 | $355,000 | +11.3% | 11,265 | +10.0% | 0.03% | -3.4% |
| Q3 2021 | $319,000 | +9.6% | 10,245 | +9.5% | 0.03% | +7.4% |
| Q2 2021 | $291,000 | -5.5% | 9,360 | -7.2% | 0.03% | -12.9% |
| Q1 2021 | $308,000 | +13.7% | 10,085 | +16.0% | 0.03% | 0.0% |
| Q4 2020 | $271,000 | – | 8,695 | – | 0.03% | – |
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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% |