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 | $1,916,259 | -5.3% | 77,144 | -1.5% | 0.10% | -6.6% |
| Q2 2023 | $2,023,722 | +5.1% | 78,317 | +8.5% | 0.11% | -9.4% |
| Q1 2023 | $1,925,615 | +10.7% | 72,202 | +7.0% | 0.12% | +11.4% |
| Q4 2022 | $1,738,968 | +8.1% | 67,507 | +6.5% | 0.10% | -5.4% |
| Q3 2022 | $1,608,000 | +5.7% | 63,408 | +15.8% | 0.11% | +48.0% |
| Q2 2022 | $1,521,000 | +15.6% | 54,773 | +25.9% | 0.08% | +31.6% |
| Q1 2022 | $1,316,000 | +31.7% | 43,497 | +37.1% | 0.06% | +50.0% |
| Q4 2021 | $999,000 | +61.1% | 31,733 | +58.9% | 0.04% | +58.3% |
| Q3 2021 | $620,000 | +21.8% | 19,967 | +22.0% | 0.02% | +20.0% |
| Q2 2021 | $509,000 | -40.8% | 16,372 | -41.2% | 0.02% | -16.7% |
| Q1 2021 | $860,000 | +149.3% | 27,855 | +2.1% | 0.02% | +71.4% |
| Q4 2020 | $345,000 | +139.6% | 27,285 | +483.6% | 0.01% | +100.0% |
| Q3 2020 | $144,000 | +65.5% | 4,675 | +60.4% | 0.01% | +40.0% |
| Q2 2020 | $87,000 | +107.1% | 2,915 | +101.7% | 0.01% | +66.7% |
| Q1 2020 | $42,000 | +110.0% | 1,445 | +99.3% | 0.00% | +200.0% |
| Q4 2019 | $20,000 | – | 725 | – | 0.00% | – |
Download | ||||||
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% |