SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,784,523 | -9.9% | 152,356 | -6.3% | 2.07% | -8.6% |
| Q2 2023 | $4,200,602 | -15.0% | 162,562 | -12.3% | 2.26% | -19.8% |
| Q1 2023 | $4,942,031 | -7.1% | 185,303 | -8.4% | 2.82% | -8.2% |
| Q4 2022 | $5,318,652 | -39.4% | 202,384 | -41.5% | 3.08% | -43.2% |
| Q3 2022 | $8,776,000 | +0.2% | 346,070 | +8.7% | 5.42% | +1.5% |
| Q2 2022 | $8,759,000 | -5.2% | 318,282 | +1.2% | 5.34% | +0.9% |
| Q1 2022 | $9,235,000 | +14.6% | 314,442 | +22.9% | 5.29% | +19.8% |
| Q4 2021 | $8,057,000 | +33.4% | 255,787 | +32.2% | 4.41% | +33.1% |
| Q3 2021 | $6,038,000 | +86.9% | 193,414 | +90.0% | 3.32% | +79.7% |
| Q2 2021 | $3,230,000 | +6.4% | 101,795 | +3.1% | 1.84% | +3.2% |
| Q1 2021 | $3,035,000 | -6.1% | 98,696 | -5.2% | 1.79% | -11.8% |
| Q4 2020 | $3,231,000 | +13.3% | 104,147 | +11.5% | 2.03% | +1.5% |
| Q3 2020 | $2,851,000 | -14.3% | 93,394 | -13.1% | 2.00% | -15.5% |
| Q2 2020 | $3,326,000 | +6.0% | 107,454 | +1.5% | 2.36% | -6.6% |
| Q1 2020 | $3,137,000 | +8.1% | 105,850 | +4.8% | 2.53% | +21.4% |
| Q4 2019 | $2,903,000 | -17.6% | 101,041 | -18.7% | 2.08% | -27.4% |
| Q3 2019 | $3,523,000 | – | 124,225 | – | 2.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |