SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,502 | -3.9% | 141 | 0.0% | 0.00% | – |
| Q2 2023 | $3,643 | -3.1% | 141 | 0.0% | 0.00% | – |
| Q1 2023 | $3,760 | +3.5% | 141 | 0.0% | 0.00% | – |
| Q4 2022 | $3,632 | -54.6% | 141 | -57.7% | 0.00% | – |
| Q3 2022 | $8,000 | +60.0% | 333 | +72.5% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 193 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 193 | +0.5% | 0.00% | – |
| Q4 2021 | $6,000 | +500.0% | 192 | +638.5% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | – | 26 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 26 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 26 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 26 | +100.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 13 | – | 0.00% | – |
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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% |