SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $794,507 | +1.9% | 31,985 | +6.0% | 0.05% | +8.5% |
| Q2 2023 | $779,619 | -3.1% | 30,171 | 0.0% | 0.05% | -11.3% |
| Q1 2023 | $804,661 | -70.8% | 30,171 | -65.9% | 0.05% | -72.1% |
| Q2 2021 | $2,754,000 | +54.9% | 88,424 | +51.9% | 0.19% | +37.7% |
| Q1 2021 | $1,778,000 | +406.6% | 58,195 | +417.0% | 0.14% | +392.9% |
| Q4 2020 | $351,000 | – | 11,256 | – | 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% |