SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,198,927 | +13.0% | 48,266 | +17.6% | 0.10% | +11.4% |
Q2 2023 | $1,060,965 | -9.6% | 41,059 | -6.7% | 0.09% | -17.0% |
Q1 2023 | $1,173,133 | +104.0% | 43,987 | +93.9% | 0.11% | +71.0% |
Q3 2022 | $575,000 | +8.1% | 22,688 | +17.4% | 0.06% | +10.7% |
Q2 2022 | $532,000 | +50.3% | 19,329 | +65.4% | 0.06% | +69.7% |
Q1 2022 | $354,000 | – | 11,689 | – | 0.03% | – |
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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% |