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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,352,732 | -1.3% | 324,252 | -2.8% | 3.00% | -2.0% |
| Q3 2022 | $8,463,000 | +121.5% | 333,730 | +140.4% | 3.06% | +128.9% |
| Q2 2022 | $3,820,000 | -58.9% | 138,818 | -54.8% | 1.34% | -45.0% |
| Q1 2022 | $9,286,000 | +6.4% | 306,886 | +10.8% | 2.43% | +7.1% |
| Q4 2021 | $8,725,000 | – | 276,986 | – | 2.27% | – |
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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% |