SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,359 | -17.4% | 256 | -14.1% | 0.00% | 0.0% |
| Q2 2023 | $7,694 | -2.9% | 298 | +0.3% | 0.00% | -33.3% |
| Q1 2023 | $7,922 | +3.5% | 297 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,652 | -4.4% | 297 | -10.5% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -60.0% | 332 | -54.8% | 0.00% | -57.1% |
| Q2 2022 | $20,000 | -69.7% | 734 | -66.3% | 0.01% | -66.7% |
| Q1 2022 | $66,000 | -99.0% | 2,175 | -99.0% | 0.02% | -99.0% |
| Q4 2021 | $6,788,000 | +2.1% | 215,484 | +0.8% | 2.12% | -4.5% |
| Q3 2021 | $6,648,000 | -6.1% | 213,761 | -5.9% | 2.22% | -2.1% |
| Q2 2021 | $7,077,000 | +46.3% | 227,272 | +43.5% | 2.27% | +33.9% |
| Q1 2021 | $4,837,000 | +7.2% | 158,330 | +9.4% | 1.69% | -1.7% |
| Q4 2020 | $4,512,000 | +7.8% | 144,749 | +6.8% | 1.72% | +0.6% |
| Q3 2020 | $4,184,000 | +6.4% | 135,537 | +3.9% | 1.71% | -6.2% |
| Q2 2020 | $3,931,000 | +4.7% | 130,432 | +0.8% | 1.83% | -10.3% |
| Q1 2020 | $3,756,000 | +4.7% | 129,340 | +2.9% | 2.04% | +31.2% |
| Q4 2019 | $3,589,000 | +15.8% | 125,700 | +15.7% | 1.55% | +5.6% |
| Q3 2019 | $3,098,000 | -9.0% | 108,634 | +80.6% | 1.47% | -9.4% |
| Q2 2019 | $3,404,000 | +12.1% | 60,152 | +10.3% | 1.62% | +6.2% |
| Q1 2019 | $3,037,000 | +15.7% | 54,550 | +12.0% | 1.53% | +0.9% |
| Q4 2018 | $2,624,000 | – | 48,691 | – | 1.52% | – |
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% |