SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,764 | -3.2% | 2,240 | 0.0% | 0.01% | +150.0% |
| Q2 2023 | $57,612 | -3.1% | 2,240 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $59,427 | +2.7% | 2,240 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $57,848 | -95.2% | 2,240 | -95.3% | 0.00% | -95.7% |
| Q3 2022 | $1,203,000 | -7.5% | 47,170 | 0.0% | 0.09% | +78.8% |
| Q2 2022 | $1,300,000 | -9.2% | 47,170 | 0.0% | 0.05% | +18.2% |
| Q1 2022 | $1,432,000 | -3.6% | 47,170 | 0.0% | 0.04% | +7.3% |
| Q4 2021 | $1,486,000 | +1.4% | 47,170 | 0.0% | 0.04% | -4.7% |
| Q3 2021 | $1,466,000 | -0.1% | 47,170 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,467,000 | +1.9% | 47,170 | 0.0% | 0.04% | -10.4% |
| Q1 2021 | $1,439,000 | -1.8% | 47,170 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $1,465,000 | -3.0% | 47,170 | -3.3% | 0.05% | -12.5% |
| Q3 2020 | $1,510,000 | +6.1% | 48,769 | +3.4% | 0.06% | -41.7% |
| Q2 2020 | $1,423,000 | +3.5% | 47,170 | 0.0% | 0.10% | +41.2% |
| Q1 2020 | $1,375,000 | +10.1% | 47,170 | +7.8% | 0.07% | +23.6% |
| Q4 2019 | $1,249,000 | -7.1% | 43,770 | -7.2% | 0.06% | -14.1% |
| Q3 2019 | $1,345,000 | +0.7% | 47,170 | +100.0% | 0.06% | -1.5% |
| Q2 2019 | $1,335,000 | +1.7% | 23,585 | 0.0% | 0.06% | +8.3% |
| Q1 2019 | $1,313,000 | +3.3% | 23,585 | 0.0% | 0.06% | -16.7% |
| Q4 2018 | $1,271,000 | -1.0% | 23,585 | 0.0% | 0.07% | -4.0% |
| Q3 2018 | $1,284,000 | -1.9% | 23,585 | 0.0% | 0.08% | +25.0% |
| Q2 2018 | $1,309,000 | -0.4% | 23,585 | 0.0% | 0.06% | -29.4% |
| Q1 2018 | $1,314,000 | -1.1% | 23,585 | 0.0% | 0.08% | +18.1% |
| Q4 2017 | $1,328,000 | -0.1% | 23,585 | 0.0% | 0.07% | +10.8% |
| Q3 2017 | $1,329,000 | -2.9% | 23,585 | -3.3% | 0.06% | -21.7% |
| Q2 2017 | $1,369,000 | -12.2% | 24,385 | -10.9% | 0.08% | -17.0% |
| Q1 2017 | $1,559,000 | +127.3% | 27,375 | +16.1% | 0.10% | +132.6% |
| Q4 2016 | $686,000 | 0.0% | 23,585 | 0.0% | 0.04% | +4.9% |
| Q3 2016 | $686,000 | -1.4% | 23,585 | -1.5% | 0.04% | -10.9% |
| Q2 2016 | $696,000 | +309.4% | 23,935 | +1061.9% | 0.05% | +318.2% |
| Q1 2016 | $170,000 | – | 2,060 | – | 0.01% | – |
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% |