SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,190 | -7.5% | 22,511 | -3.8% | 0.01% | -9.1% |
| Q2 2023 | $604,384 | -40.7% | 23,389 | -38.8% | 0.01% | -50.0% |
| Q1 2023 | $1,019,036 | -8.7% | 38,209 | -11.8% | 0.02% | -21.4% |
| Q4 2022 | $1,115,892 | -56.3% | 43,319 | -57.0% | 0.03% | -61.6% |
| Q3 2022 | $2,554,000 | -86.2% | 100,732 | -85.1% | 0.07% | -86.1% |
| Q2 2022 | $18,551,000 | -34.3% | 674,101 | -27.7% | 0.53% | -26.8% |
| Q1 2022 | $28,215,000 | +15.1% | 932,447 | +19.9% | 0.72% | +17.1% |
| Q4 2021 | $24,505,000 | +118.0% | 777,914 | +115.2% | 0.62% | +89.8% |
| Q3 2021 | $11,243,000 | +139.3% | 361,509 | +140.0% | 0.32% | +113.2% |
| Q2 2021 | $4,699,000 | +25.2% | 150,599 | +22.5% | 0.15% | +4.1% |
| Q1 2021 | $3,754,000 | +28.3% | 122,895 | +31.0% | 0.15% | +12.3% |
| Q4 2020 | $2,925,000 | +35.9% | 93,843 | +33.7% | 0.13% | +4.0% |
| Q3 2020 | $2,152,000 | +31.1% | 70,200 | +29.8% | 0.12% | +12.6% |
| Q2 2020 | $1,641,000 | +32.9% | 54,091 | +29.7% | 0.11% | +11.0% |
| Q1 2020 | $1,235,000 | – | 41,699 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UBP Investment Advisors SA | 507,725 | $15,826,000 | 8.15% |
| Bridge Advisory, LLC | 447,134 | $13,937,000 | 6.57% |
| LINCOLN NATIONAL CORP | 7,262,291 | $226,366,000 | 5.98% |
| Willow Creek Wealth Management Inc. | 466,463 | $14,540,000 | 5.48% |
| Pure Financial Advisors, LLC | 1,385,234 | $43,178,000 | 5.17% |
| Blueprint Investment Partners LLC | 157 | $4,884,000 | 3.95% |
| Deane Retirement Strategies, Inc. | 382,374 | $11,918,000 | 3.63% |
| Tempus Wealth Planning, LLC | 81,053 | $2,526,000 | 3.26% |
| Glovista Investments LLC | 270,345 | $8,414,000 | 2.74% |
| Valtinson Bruner Financial Planning LLC | 104,147 | $3,231,000 | 2.03% |