SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 322 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,157 | -6.5% | 21,182 | -2.7% | 0.15% | -8.9% |
| Q2 2023 | $562,492 | -9.3% | 21,768 | -6.4% | 0.17% | -18.0% |
| Q1 2023 | $620,070 | -8.0% | 23,250 | -11.1% | 0.21% | -14.5% |
| Q4 2022 | $674,036 | -9.0% | 26,166 | -10.5% | 0.24% | -15.7% |
| Q3 2022 | $741,000 | -13.3% | 29,226 | -5.9% | 0.29% | -10.6% |
| Q2 2022 | $855,000 | +210.9% | 31,051 | +242.2% | 0.32% | +255.6% |
| Q1 2022 | $275,000 | 0.0% | 9,074 | +4.0% | 0.09% | 0.0% |
| Q4 2021 | $275,000 | – | 8,722 | – | 0.09% | – |
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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% |