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 | $267,067 | -23.2% | 10,751 | -20.1% | 0.07% | -22.5% |
| Q2 2023 | $347,785 | -22.9% | 13,459 | -20.4% | 0.09% | -27.0% |
| Q1 2023 | $451,003 | -50.1% | 16,910 | -51.8% | 0.12% | -48.7% |
| Q4 2022 | $902,977 | -20.7% | 35,053 | -21.9% | 0.24% | -26.5% |
| Q3 2022 | $1,138,311 | -18.9% | 44,886 | -12.0% | 0.32% | -17.1% |
| Q2 2022 | $1,403,336 | -12.2% | 50,993 | -3.4% | 0.39% | -1.0% |
| Q1 2022 | $1,597,952 | +14.1% | 52,807 | +18.8% | 0.40% | +10.0% |
| Q4 2021 | $1,400,057 | +53.0% | 44,446 | +51.1% | 0.36% | +37.5% |
| Q3 2021 | $914,906 | +262.1% | 29,418 | +262.6% | 0.26% | +257.5% |
| Q2 2021 | $252,639 | – | 8,113 | – | 0.07% | – |
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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% |