SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 243 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,371,399 | +7.0% | 92,560 | +6.8% | 0.34% | -10.4% |
| Q4 2023 | $2,216,317 | +0.9% | 86,676 | -1.9% | 0.38% | +4.6% |
| 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 ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
| LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
| Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
| Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
| Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
| Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
| Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
| Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
| Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
| Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |