SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,195,754 | +53.5% | 88,396 | +59.7% | 0.37% | +51.4% |
| Q2 2023 | $1,430,421 | -3.7% | 55,357 | -4.0% | 0.24% | -17.1% |
| Q4 2022 | $1,486,091 | -2.3% | 57,690 | -3.8% | 0.29% | -4.9% |
| Q3 2022 | $1,521,000 | -29.0% | 59,957 | -22.9% | 0.31% | -27.4% |
| Q2 2022 | $2,141,000 | -2.2% | 77,809 | +7.6% | 0.42% | +14.0% |
| Q1 2022 | $2,189,000 | +186.1% | 72,343 | +198.1% | 0.37% | +195.2% |
| Q4 2021 | $765,000 | – | 24,272 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |