SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |