SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,191 | +7.1% | 30,040 | +11.5% | 0.01% | +8.3% |
| Q2 2023 | $696,471 | +115592.9% | 26,953 | +19.4% | 0.01% | 0.0% |
| Q1 2023 | $602 | +6.7% | 22,567 | +3.1% | 0.01% | -20.0% |
| Q4 2022 | $564 | -99.9% | 21,882 | +32.4% | 0.02% | +15.4% |
| Q3 2022 | $419,000 | -6.5% | 16,531 | +1.6% | 0.01% | -7.1% |
| Q2 2022 | $448,000 | -30.5% | 16,267 | -23.7% | 0.01% | -30.0% |
| Q1 2022 | $645,000 | +200.0% | 21,321 | +212.3% | 0.02% | +233.3% |
| Q4 2021 | $215,000 | -12.2% | 6,828 | -13.2% | 0.01% | -25.0% |
| Q3 2021 | $245,000 | +5.2% | 7,866 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $233,000 | – | 7,468 | – | 0.01% | – |
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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% |