SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $250,000 | -2.3% | 9,872 | +6.1% | 0.02% | 0.0% |
| Q2 2022 | $256,000 | -12.3% | 9,303 | -3.7% | 0.02% | +10.5% |
| Q1 2022 | $292,000 | -25.3% | 9,660 | -22.1% | 0.02% | -24.0% |
| Q4 2021 | $391,000 | +7.1% | 12,402 | +5.5% | 0.02% | 0.0% |
| Q3 2021 | $365,000 | +6.1% | 11,751 | +6.5% | 0.02% | +8.7% |
| Q2 2021 | $344,000 | -56.4% | 11,032 | -50.8% | 0.02% | -58.9% |
| Q1 2021 | $789,000 | -96.1% | 22,423 | -96.5% | 0.06% | -95.9% |
| Q4 2020 | $20,164,000 | +1728.1% | 643,946 | +3046.6% | 1.38% | +813.2% |
| Q4 2018 | $1,103,000 | -1.3% | 20,465 | -0.3% | 0.15% | +20.8% |
| Q3 2018 | $1,118,000 | +7.3% | 20,519 | +8.9% | 0.12% | -0.8% |
| Q2 2018 | $1,042,000 | +0.5% | 18,844 | +1.3% | 0.13% | -6.7% |
| Q1 2018 | $1,037,000 | +24.2% | 18,597 | +25.2% | 0.14% | +18.4% |
| Q4 2017 | $835,000 | – | 14,850 | – | 0.11% | – |
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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% |