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 | $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% | – |
Download | ||||||
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% |