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 | $214,195 | -17.5% | 8,623 | -14.2% | 0.04% | -10.2% |
| Q2 2023 | $259,614 | -8.7% | 10,047 | -5.7% | 0.05% | -15.5% |
| Q1 2023 | $284,249 | +2.3% | 10,658 | -1.2% | 0.06% | +56.8% |
| Q4 2022 | $277,847 | +4.1% | 10,786 | +2.6% | 0.04% | -43.1% |
| Q3 2022 | $267,000 | -12.7% | 10,512 | -5.5% | 0.06% | +4.8% |
| Q2 2022 | $306,000 | +2.3% | 11,118 | +12.6% | 0.06% | +17.0% |
| Q1 2022 | $299,000 | -10.2% | 9,873 | -6.6% | 0.05% | -3.6% |
| Q4 2021 | $333,000 | -11.2% | 10,575 | -12.2% | 0.06% | -16.7% |
| Q3 2021 | $375,000 | +2.7% | 12,044 | +2.8% | 0.07% | -1.5% |
| Q2 2021 | $365,000 | +34.2% | 11,716 | +31.4% | 0.07% | +8.1% |
| Q1 2021 | $272,000 | -12.3% | 8,917 | -10.3% | 0.06% | -20.5% |
| Q4 2020 | $310,000 | +6.9% | 9,937 | +5.7% | 0.08% | -17.0% |
| Q3 2020 | $290,000 | +3.6% | 9,403 | +1.1% | 0.09% | -12.1% |
| Q2 2020 | $280,000 | -14.1% | 9,301 | -17.2% | 0.11% | -28.2% |
| Q1 2020 | $326,000 | -2.1% | 11,232 | -3.8% | 0.15% | +19.2% |
| Q4 2019 | $333,000 | +57.8% | 11,675 | +58.1% | 0.12% | +31.6% |
| Q3 2019 | $211,000 | +113.1% | 7,384 | +317.4% | 0.10% | +120.9% |
| Q2 2019 | $99,000 | +890.0% | 1,769 | +922.5% | 0.04% | +760.0% |
| Q1 2019 | $10,000 | +25.0% | 173 | +16.9% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | +14.3% | 148 | +21.3% | 0.01% | +25.0% |
| Q3 2018 | $7,000 | – | 122 | – | 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% |