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 ↓ |
|---|---|---|---|
| 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% |