SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,893 | +11.0% | 358 | +15.5% | 0.00% | – |
| Q2 2023 | $8,010 | -11.7% | 310 | -8.8% | 0.00% | – |
| Q1 2023 | $9,068 | -93.2% | 340 | -93.4% | 0.00% | -100.0% |
| Q4 2022 | $132,381 | +257.8% | 5,139 | +256.1% | 0.00% | +300.0% |
| Q3 2022 | $37,000 | -42.2% | 1,443 | -38.4% | 0.00% | -50.0% |
| Q2 2022 | $64,000 | -76.8% | 2,343 | -74.3% | 0.00% | -71.4% |
| Q1 2022 | $276,000 | +6.2% | 9,119 | +10.4% | 0.01% | -12.5% |
| Q4 2021 | $260,000 | -6.8% | 8,260 | -8.0% | 0.01% | +14.3% |
| Q3 2021 | $279,000 | -0.4% | 8,980 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $280,000 | -3.4% | 8,980 | -5.3% | 0.01% | -20.0% |
| Q1 2021 | $290,000 | -11.6% | 9,480 | -10.0% | 0.01% | -33.3% |
| Q4 2020 | $328,000 | +11.6% | 10,530 | +10.5% | 0.02% | -6.2% |
| Q3 2020 | $294,000 | +96.0% | 9,530 | +90.6% | 0.02% | +77.8% |
| Q2 2020 | $150,000 | -26.1% | 5,000 | -28.6% | 0.01% | -50.0% |
| Q1 2020 | $203,000 | -10.6% | 7,000 | -12.2% | 0.02% | +12.5% |
| Q4 2019 | $227,000 | +1963.6% | 7,970 | +1892.5% | 0.02% | +1500.0% |
| Q3 2019 | $11,000 | – | 400 | – | 0.00% | – |
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% |