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 | $553,932 | -45.0% | 22,300 | -42.8% | 0.10% | -45.4% |
| Q2 2023 | $1,006,907 | -14.9% | 38,967 | -12.2% | 0.17% | -21.6% |
| Q1 2023 | $1,183,668 | +1.2% | 44,382 | -2.3% | 0.22% | -4.7% |
| Q4 2022 | $1,169,916 | -2.2% | 45,416 | -3.7% | 0.23% | -12.1% |
| Q3 2022 | $1,196,000 | +57.4% | 47,155 | +70.9% | 0.26% | +57.7% |
| Q2 2022 | $760,000 | +66.7% | 27,599 | +83.0% | 0.17% | +88.8% |
| Q1 2022 | $456,000 | -4.0% | 15,082 | +0.1% | 0.09% | -6.3% |
| Q4 2021 | $475,000 | -2.7% | 15,074 | -4.0% | 0.10% | -11.2% |
| Q3 2021 | $488,000 | -0.2% | 15,707 | 0.0% | 0.11% | -4.5% |
| Q2 2021 | $489,000 | -4.7% | 15,707 | -6.5% | 0.11% | -18.8% |
| Q1 2021 | $513,000 | -2.1% | 16,801 | -0.0% | 0.14% | -15.3% |
| Q4 2020 | $524,000 | +1.2% | 16,802 | +0.1% | 0.16% | -13.3% |
| Q3 2020 | $518,000 | -2.3% | 16,787 | -4.5% | 0.19% | -4.6% |
| Q2 2020 | $530,000 | -8.3% | 17,578 | -11.6% | 0.20% | -22.4% |
| Q1 2020 | $578,000 | -15.9% | 19,887 | -17.3% | 0.25% | +0.4% |
| Q4 2019 | $687,000 | +0.1% | 24,058 | -0.0% | 0.25% | -5.9% |
| Q3 2019 | $686,000 | +0.7% | 24,060 | +100.0% | 0.27% | -5.6% |
| Q2 2019 | $681,000 | +1.8% | 12,027 | +0.1% | 0.28% | -9.8% |
| Q1 2019 | $669,000 | -29.4% | 12,012 | -31.7% | 0.32% | -38.5% |
| Q4 2018 | $948,000 | – | 17,583 | – | 0.51% | – |
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% |