SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $377,000 | -12.7% | 14,874 | -5.1% | 0.31% | -9.4% |
| Q2 2022 | $432,000 | -9.1% | 15,681 | 0.0% | 0.34% | +4.3% |
| Q1 2022 | $475,000 | -4.2% | 15,681 | -0.4% | 0.33% | +3.8% |
| Q4 2021 | $496,000 | +3.1% | 15,742 | +1.7% | 0.32% | -6.2% |
| Q3 2021 | $481,000 | +1.3% | 15,481 | +1.5% | 0.34% | +2.4% |
| Q2 2021 | $475,000 | +1.9% | 15,258 | 0.0% | 0.33% | -1.8% |
| Q1 2021 | $466,000 | +38.3% | 15,258 | +41.3% | 0.33% | +26.0% |
| Q4 2020 | $337,000 | – | 10,796 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |