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 | $3,399,417 | -3.3% | 136,852 | +0.6% | 0.29% | -8.3% |
| Q2 2023 | $3,516,200 | +1042.2% | 136,075 | +1079.0% | 0.31% | +975.9% |
| Q1 2023 | $307,832 | +103547.1% | 11,542 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $297 | -99.9% | 11,542 | -2.3% | 0.03% | +11.1% |
| Q3 2022 | $299,000 | -59.2% | 11,813 | -55.7% | 0.03% | -65.4% |
| Q2 2022 | $733,000 | +1.1% | 26,642 | +11.1% | 0.08% | +6.8% |
| Q1 2022 | $725,000 | -0.5% | 23,976 | +3.6% | 0.07% | +2.8% |
| Q4 2021 | $729,000 | +14.6% | 23,143 | +13.0% | 0.07% | +2.9% |
| Q3 2021 | $636,000 | +0.5% | 20,475 | +0.7% | 0.07% | -1.4% |
| Q2 2021 | $633,000 | -4.1% | 20,328 | -6.0% | 0.07% | -14.6% |
| Q1 2021 | $660,000 | – | 21,620 | – | 0.08% | – |
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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% |