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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,314 | +119.1% | 21,671 | +127.9% | 0.02% | +127.3% |
| Q2 2023 | $245,676 | -33.6% | 9,508 | -31.4% | 0.01% | -31.2% |
| Q1 2023 | $369,745 | -82.3% | 13,864 | -82.9% | 0.02% | -84.0% |
| Q4 2022 | $2,086,822 | -76.5% | 81,010 | -76.8% | 0.10% | -80.2% |
| Q3 2022 | $8,873,000 | +3724.6% | 349,900 | +4463.7% | 0.51% | +3514.3% |
| Q1 2022 | $232,000 | -39.9% | 7,667 | -37.4% | 0.01% | -39.1% |
| Q4 2021 | $386,000 | +0.3% | 12,242 | -1.0% | 0.02% | -8.0% |
| Q3 2021 | $385,000 | -43.4% | 12,369 | -43.3% | 0.02% | -45.7% |
| Q2 2021 | $680,000 | +1.5% | 21,834 | -0.5% | 0.05% | -6.1% |
| Q1 2021 | $670,000 | -69.6% | 21,940 | -69.0% | 0.05% | -75.0% |
| Q4 2020 | $2,205,000 | +74.2% | 70,730 | +72.5% | 0.20% | +41.0% |
| Q3 2020 | $1,266,000 | – | 41,000 | – | 0.14% | – |
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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% |