SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,564 | -1.2% | 17,495 | +2.8% | 0.05% | 0.0% |
| Q2 2023 | $439,647 | -1.0% | 17,014 | +2.2% | 0.05% | -7.5% |
| Q1 2023 | $444,187 | +27.1% | 16,655 | +22.8% | 0.05% | +20.5% |
| Q4 2022 | $349,482 | -11.3% | 13,567 | -12.7% | 0.04% | -18.5% |
| Q3 2022 | $394,000 | -4.6% | 15,534 | +3.6% | 0.05% | -1.8% |
| Q2 2022 | $413,000 | -5.5% | 14,991 | +3.8% | 0.06% | +5.8% |
| Q1 2022 | $437,000 | -16.8% | 14,443 | -13.4% | 0.05% | -17.5% |
| Q4 2021 | $525,000 | -14.8% | 16,671 | -15.9% | 0.06% | -19.2% |
| Q3 2021 | $616,000 | +24.2% | 19,816 | +24.4% | 0.08% | +18.2% |
| Q2 2021 | $496,000 | +12.2% | 15,927 | +10.0% | 0.07% | +1.5% |
| Q1 2021 | $442,000 | -0.5% | 14,484 | +1.7% | 0.06% | -7.1% |
| Q4 2020 | $444,000 | +111.4% | 14,238 | +109.1% | 0.07% | +89.2% |
| Q3 2020 | $210,000 | – | 6,809 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |