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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $249,000 | -16.7% | 7,920 | -17.5% | 0.02% | -30.8% |
| Q3 2021 | $299,000 | -21.3% | 9,602 | -21.3% | 0.03% | -23.5% |
| Q2 2021 | $380,000 | -6.9% | 12,199 | -8.7% | 0.03% | -20.9% |
| Q1 2021 | $408,000 | -28.7% | 13,360 | -27.2% | 0.04% | -45.6% |
| Q4 2020 | $572,000 | +54.2% | 18,353 | +52.8% | 0.08% | -12.2% |
| Q3 2020 | $371,000 | -1.9% | 12,008 | -4.2% | 0.09% | -22.4% |
| Q2 2020 | $378,000 | – | 12,536 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |