SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $276,000 | -21.6% | 10,028 | -13.7% | 0.04% | -12.5% |
| Q1 2022 | $352,000 | +34.9% | 11,618 | +40.2% | 0.05% | +37.1% |
| Q4 2021 | $261,000 | -7.4% | 8,287 | -8.5% | 0.04% | -16.7% |
| Q3 2021 | $282,000 | +36.9% | 9,055 | +36.9% | 0.04% | +35.5% |
| Q2 2021 | $206,000 | -20.8% | 6,613 | -22.2% | 0.03% | -29.5% |
| Q1 2021 | $260,000 | -20.7% | 8,496 | -19.3% | 0.04% | -31.2% |
| Q4 2020 | $328,000 | -55.5% | 10,522 | -55.9% | 0.06% | -64.0% |
| Q3 2020 | $737,000 | – | 23,882 | – | 0.18% | – |
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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% |