SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,684 | -2.0% | 1,034 | +2.0% | 0.02% | 0.0% |
| Q2 2023 | $26,202 | -3.5% | 1,014 | -0.4% | 0.02% | 0.0% |
| Q1 2023 | $27,150 | -33.2% | 1,018 | -35.5% | 0.02% | -40.0% |
| Q4 2022 | $40,649 | +1.6% | 1,578 | -0.1% | 0.04% | +5.3% |
| Q3 2022 | $40,000 | -100.0% | 1,579 | -78.3% | 0.04% | -80.2% |
| Q2 2022 | $241,084,000 | +502158.3% | 7,290 | +352.8% | 0.19% | +540.0% |
| Q1 2022 | $48,000 | -99.4% | 1,610 | -99.3% | 0.03% | -50.0% |
| Q4 2021 | $7,537,000 | +4182.4% | 237,415 | +4102.0% | 0.06% | -22.1% |
| Q2 2021 | $176,000 | – | 5,650 | – | 0.08% | – |
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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% |