SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 230 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,334 | +3.5% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $5,152 | +3.0% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -100.0% | 200 | -50.0% | 0.00% | – |
| Q1 2021 | $12,220,000 | +203566.7% | 400 | +100.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 200 | +100.0% | 0.00% | – |
| Q2 2019 | $5,000 | -16.7% | 100 | -8.3% | 0.00% | – |
| Q3 2018 | $6,000 | -81.2% | 109 | -80.9% | 0.00% | -100.0% |
| Q2 2018 | $32,000 | +33.3% | 572 | +29.4% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | +71.4% | 442 | +68.1% | 0.00% | +100.0% |
| Q4 2017 | $14,000 | +180.0% | 263 | +163.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |