SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,088,181 | +7.5% | 325,611 | +11.8% | 3.71% | +7.7% |
| Q2 2023 | $7,527,150 | +15.8% | 291,298 | +19.6% | 3.44% | +1.1% |
| Q1 2023 | $6,498,042 | +19.3% | 243,646 | +15.2% | 3.40% | +4.4% |
| Q4 2022 | $5,446,698 | -3.2% | 211,440 | -2.8% | 3.26% | -23.3% |
| Q3 2022 | $5,628,000 | +4.7% | 217,584 | +14.6% | 4.25% | -10.4% |
| Q2 2022 | $5,376,000 | +7.4% | 189,787 | +8.9% | 4.75% | -4.1% |
| Q1 2022 | $5,006,000 | -0.7% | 174,318 | +6.3% | 4.95% | +6.8% |
| Q4 2021 | $5,041,000 | – | 163,944 | – | 4.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
| Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
| Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
| Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
| Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
| LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
| DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
| UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
| Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
| Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |