SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 238 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,729 | -50.4% | 19,192 | +145.0% | 0.00% | -66.7% |
| Q2 2023 | $960,414 | +12669.8% | 7,835 | +2678.4% | 0.00% | – |
| Q1 2023 | $7,521 | +3.5% | 282 | 0.0% | 0.00% | – |
| Q4 2022 | $7,264 | -44.1% | 282 | -43.5% | 0.00% | – |
| Q3 2022 | $13,000 | -78.7% | 499 | -77.5% | 0.00% | – |
| Q2 2022 | $61,000 | -90.6% | 2,217 | -89.7% | 0.00% | -100.0% |
| Q1 2022 | $651,000 | +49.0% | 21,514 | +55.0% | 0.01% | +100.0% |
| Q4 2021 | $437,000 | -97.9% | 13,883 | -98.0% | 0.00% | -98.9% |
| Q3 2021 | $21,249,000 | +35915.3% | 683,245 | +36012.3% | 0.27% | +26600.0% |
| Q2 2021 | $59,000 | – | 1,892 | – | 0.00% | – |
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% |