SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 243 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 42.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $275,248 | -4.1% | 10,828 | -4.0% | 0.07% | -10.4% |
| Q1 2024 | $287,025 | +0.3% | 11,278 | +0.5% | 0.08% | -6.1% |
| Q4 2023 | $286,034 | +1.3% | 11,217 | -2.2% | 0.08% | -7.9% |
| Q3 2023 | $282,375 | -64.3% | 11,474 | -62.6% | 0.09% | -72.9% |
| Q4 2022 | $790,008 | -23.1% | 30,668 | -24.3% | 0.33% | -29.6% |
| Q3 2022 | $1,027,000 | +93.8% | 40,506 | +110.4% | 0.47% | +109.9% |
| Q2 2022 | $530,000 | +77.3% | 19,249 | +94.8% | 0.22% | +86.6% |
| Q1 2022 | $299,000 | – | 9,883 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
| LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
| Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
| Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
| Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
| Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
| Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
| Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
| Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
| Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |