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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $235,000 | -9.3% | 8,545 | 0.0% | 0.13% | +8.1% |
| Q1 2022 | $259,000 | -4.1% | 8,545 | -0.2% | 0.12% | -0.8% |
| Q4 2021 | $270,000 | +1.5% | 8,564 | 0.0% | 0.12% | -9.4% |
| Q3 2021 | $266,000 | +25.5% | 8,564 | +25.7% | 0.14% | +21.1% |
| Q2 2021 | $212,000 | -5.4% | 6,814 | -6.9% | 0.11% | -10.9% |
| Q1 2021 | $224,000 | -38.1% | 7,321 | -37.0% | 0.13% | -45.5% |
| Q4 2020 | $362,000 | -5.5% | 11,622 | -6.6% | 0.24% | -29.4% |
| Q3 2020 | $383,000 | -2.8% | 12,438 | -4.9% | 0.33% | -22.4% |
| Q2 2020 | $394,000 | -13.6% | 13,081 | -16.8% | 0.43% | -26.0% |
| Q1 2020 | $456,000 | -2.6% | 15,718 | -4.3% | 0.58% | +44.6% |
| Q4 2019 | $468,000 | – | 16,416 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |