SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961,339 | +109.7% | 38,701 | +117.5% | 0.45% | +101.3% |
| Q4 2022 | $458,373 | -80.6% | 17,794 | -80.9% | 0.22% | -84.1% |
| Q3 2022 | $2,357,000 | +675.3% | 92,942 | +741.9% | 1.41% | +689.4% |
| Q2 2022 | $304,000 | -9.0% | 11,040 | 0.0% | 0.18% | +1.7% |
| Q1 2022 | $334,000 | -4.0% | 11,040 | 0.0% | 0.18% | +5.4% |
| Q4 2021 | $348,000 | +1.5% | 11,040 | 0.0% | 0.17% | -4.0% |
| Q3 2021 | $343,000 | -0.3% | 11,040 | 0.0% | 0.17% | -4.9% |
| Q2 2021 | $344,000 | – | 11,040 | – | 0.18% | – |
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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% |