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 | $1,503,259 | -19.8% | 60,518 | -16.5% | 0.03% | -19.5% |
| Q2 2023 | $1,873,833 | -24.6% | 72,517 | -22.2% | 0.04% | -29.3% |
| Q1 2023 | $2,485,403 | -52.1% | 93,191 | -53.8% | 0.06% | -61.6% |
| Q4 2022 | $5,191,835 | +232.4% | 201,546 | +227.3% | 0.15% | +160.3% |
| Q3 2022 | $1,562,000 | -1.7% | 61,577 | +6.7% | 0.06% | -14.7% |
| Q2 2022 | $1,589,000 | -9.7% | 57,733 | -0.7% | 0.07% | +3.0% |
| Q1 2022 | $1,759,000 | +13.3% | 58,115 | +17.9% | 0.07% | +20.0% |
| Q4 2021 | $1,552,000 | +6.5% | 49,282 | +5.2% | 0.06% | -5.2% |
| Q3 2021 | $1,457,000 | +46.4% | 46,861 | +46.7% | 0.06% | +41.5% |
| Q2 2021 | $995,000 | +31.3% | 31,952 | +28.7% | 0.04% | +17.1% |
| Q1 2021 | $758,000 | +6.5% | 24,827 | +8.6% | 0.04% | -5.4% |
| Q4 2020 | $712,000 | +44.4% | 22,852 | +43.2% | 0.04% | +8.8% |
| Q3 2020 | $493,000 | +4008.3% | 15,963 | +7123.1% | 0.03% | +1033.3% |
| Q2 2018 | $12,000 | – | 221 | – | 0.00% | – |
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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% |