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 | $8,302,512 | -8.8% | 334,233 | -5.1% | 0.01% | -25.0% |
| Q2 2023 | $9,103,575 | -20.1% | 352,308 | -17.6% | 0.02% | -23.8% |
| Q1 2023 | $11,399,479 | -21.7% | 427,422 | -24.4% | 0.02% | -27.6% |
| Q4 2022 | $14,559,650 | -5.3% | 565,170 | -6.8% | 0.03% | -17.1% |
| Q3 2022 | $15,374,000 | -20.7% | 606,232 | -13.9% | 0.04% | -18.6% |
| Q2 2022 | $19,375,000 | -18.5% | 704,010 | -10.4% | 0.04% | -6.5% |
| Q1 2022 | $23,767,000 | -27.7% | 785,501 | -24.8% | 0.05% | -25.8% |
| Q4 2021 | $32,893,000 | +28.2% | 1,044,164 | +26.6% | 0.06% | +17.0% |
| Q3 2021 | $25,654,000 | +67.3% | 824,882 | +67.6% | 0.05% | +60.6% |
| Q2 2021 | $15,332,000 | +14.2% | 492,314 | +12.0% | 0.03% | +3.1% |
| Q1 2021 | $13,427,000 | +22.8% | 439,520 | +25.3% | 0.03% | +10.3% |
| Q4 2020 | $10,932,000 | -16.8% | 350,707 | -17.5% | 0.03% | -25.6% |
| Q3 2020 | $13,132,000 | +16.7% | 425,352 | +13.9% | 0.04% | +2.6% |
| Q2 2020 | $11,255,000 | +21.6% | 373,498 | +11.9% | 0.04% | 0.0% |
| Q1 2020 | $9,256,000 | – | 333,739 | – | 0.04% | – |
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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% |