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 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 ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |