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 | $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 ↓ |
|---|---|---|---|
| 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% |