SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,251 | -3.9% | 775 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,026 | -42.6% | 775 | -40.8% | 0.01% | -44.4% |
| Q1 2023 | $34,911 | +3.5% | 1,309 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $33,720 | +2.2% | 1,309 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $33,000 | -8.3% | 1,309 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $36,000 | -25.0% | 1,309 | -18.1% | 0.01% | -21.4% |
| Q1 2022 | $48,000 | -4.0% | 1,599 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $50,000 | 0.0% | 1,599 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $50,000 | 0.0% | 1,599 | -0.6% | 0.02% | 0.0% |
| Q2 2021 | $50,000 | +22.0% | 1,609 | +20.1% | 0.02% | +13.3% |
| Q1 2021 | $41,000 | +20.6% | 1,340 | +24.7% | 0.02% | +15.4% |
| Q4 2020 | $34,000 | +61.9% | 1,075 | +55.1% | 0.01% | +30.0% |
| Q3 2020 | $21,000 | – | 693 | – | 0.01% | – |
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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% |