SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,948 | -12.3% | 38,605 | -8.8% | 0.30% | -5.4% |
| Q2 2023 | $1,093,936 | -5.3% | 42,335 | -2.3% | 0.31% | -12.4% |
| Q1 2023 | $1,155,744 | -2.1% | 43,335 | -5.4% | 0.36% | -4.6% |
| Q4 2022 | $1,180,323 | -12.2% | 45,820 | -13.6% | 0.37% | -17.1% |
| Q3 2022 | $1,345,000 | -13.7% | 53,055 | -6.4% | 0.45% | -5.3% |
| Q2 2022 | $1,559,000 | -12.6% | 56,655 | -3.9% | 0.48% | +7.7% |
| Q1 2022 | $1,783,000 | +1.1% | 58,930 | +5.2% | 0.44% | +11.1% |
| Q4 2021 | $1,764,000 | +3.5% | 56,010 | +2.2% | 0.40% | -2.2% |
| Q3 2021 | $1,705,000 | +3.0% | 54,810 | +3.0% | 0.41% | +3.0% |
| Q2 2021 | $1,656,000 | +4.3% | 53,190 | +2.3% | 0.39% | -2.2% |
| Q1 2021 | $1,588,000 | +3.3% | 51,990 | +5.4% | 0.40% | +2.5% |
| Q4 2020 | $1,538,000 | +9.9% | 49,335 | +8.8% | 0.39% | -2.2% |
| Q3 2020 | $1,399,000 | +6.1% | 45,325 | +3.6% | 0.40% | -6.1% |
| Q2 2020 | $1,318,000 | -6.1% | 43,740 | -9.5% | 0.43% | -23.6% |
| Q1 2020 | $1,403,000 | +32.1% | 48,315 | +29.9% | 0.56% | +56.9% |
| Q4 2019 | $1,062,000 | +2.2% | 37,190 | +2.2% | 0.36% | -3.8% |
| Q3 2019 | $1,039,000 | +1.5% | 36,390 | +101.2% | 0.37% | +2.8% |
| Q2 2019 | $1,024,000 | +1.5% | 18,090 | -0.2% | 0.36% | -3.0% |
| Q1 2019 | $1,009,000 | +2.9% | 18,120 | -0.4% | 0.37% | -10.1% |
| Q4 2018 | $981,000 | -2.1% | 18,195 | -1.1% | 0.41% | +12.8% |
| Q3 2018 | $1,002,000 | -3.3% | 18,395 | -1.4% | 0.37% | -13.0% |
| Q2 2018 | $1,036,000 | -10.1% | 18,650 | -9.8% | 0.42% | -12.3% |
| Q1 2018 | $1,153,000 | +6.4% | 20,680 | +7.3% | 0.48% | +7.1% |
| Q4 2017 | $1,084,000 | – | 19,265 | – | 0.45% | – |
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% |