SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,983 | +8.1% | 40,700 | +12.5% | 0.01% | +12.5% |
| Q2 2023 | $934,881 | -10.3% | 36,180 | -7.4% | 0.01% | -11.1% |
| Q1 2023 | $1,041,779 | -32.4% | 39,062 | -34.7% | 0.01% | -35.7% |
| Q4 2022 | $1,540,179 | -55.5% | 59,790 | -56.2% | 0.01% | -79.7% |
| Q3 2022 | $3,458,000 | -50.8% | 136,371 | -46.6% | 0.07% | -38.4% |
| Q2 2022 | $7,023,000 | +39.6% | 255,191 | +53.5% | 0.11% | +55.6% |
| Q1 2022 | $5,031,000 | +3.0% | 166,247 | +7.2% | 0.07% | +2.9% |
| Q4 2021 | $4,884,000 | +21.3% | 155,053 | +19.8% | 0.07% | +9.4% |
| Q3 2021 | $4,027,000 | +11.0% | 129,474 | +11.1% | 0.06% | +10.3% |
| Q2 2021 | $3,629,000 | +7.3% | 116,541 | +5.3% | 0.06% | -13.4% |
| Q1 2021 | $3,381,000 | +16.5% | 110,665 | +18.8% | 0.07% | +17.5% |
| Q4 2020 | $2,903,000 | – | 93,147 | – | 0.06% | – |
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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% |