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 | $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 ↓ |
---|---|---|---|
3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |