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 | $1,096,317 | -21.9% | 44,135 | -18.8% | 0.08% | -20.2% |
| Q2 2023 | $1,404,584 | -49.0% | 54,357 | -47.3% | 0.09% | -56.9% |
| Q1 2023 | $2,752,962 | -5.1% | 103,223 | -8.3% | 0.22% | -15.2% |
| Q4 2022 | $2,900,229 | -71.4% | 112,587 | -71.8% | 0.26% | -72.8% |
| Q3 2022 | $10,132,000 | -14.7% | 399,545 | -7.5% | 0.94% | -16.2% |
| Q2 2022 | $11,882,000 | -58.6% | 431,761 | -54.2% | 1.13% | -51.9% |
| Q1 2022 | $28,727,000 | -5.1% | 942,873 | -1.2% | 2.34% | -2.7% |
| Q4 2021 | $30,260,000 | +11.3% | 954,315 | +9.1% | 2.41% | -31.5% |
| Q3 2021 | $27,199,000 | +26.4% | 874,608 | +26.5% | 3.52% | +59.9% |
| Q2 2021 | $21,526,000 | +23.8% | 691,268 | +21.5% | 2.20% | +5.2% |
| Q1 2021 | $17,381,000 | – | 568,955 | – | 2.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |