SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,504,715 | -44.4% | 58,232 | -42.7% | 0.96% | -46.4% |
| Q1 2023 | $2,708,098 | +2.9% | 101,541 | -0.6% | 1.80% | -0.2% |
| Q4 2022 | $2,632,620 | +3.3% | 102,198 | +1.7% | 1.80% | -3.8% |
| Q3 2022 | $2,549,000 | -6.1% | 100,506 | +1.9% | 1.87% | -2.6% |
| Q2 2022 | $2,716,000 | -7.9% | 98,680 | +1.3% | 1.92% | +0.2% |
| Q1 2022 | $2,948,000 | +0.1% | 97,428 | +1.6% | 1.92% | +0.5% |
| Q4 2021 | $2,946,000 | +4.8% | 95,898 | +6.1% | 1.91% | -4.0% |
| Q3 2021 | $2,810,000 | +5.0% | 90,345 | +5.1% | 1.99% | +5.9% |
| Q2 2021 | $2,676,000 | +9.3% | 85,934 | +7.2% | 1.88% | 0.0% |
| Q1 2021 | $2,449,000 | +5.1% | 80,150 | +7.2% | 1.88% | +0.6% |
| Q4 2020 | $2,330,000 | +2.5% | 74,752 | +1.5% | 1.86% | -6.2% |
| Q3 2020 | $2,273,000 | +14.7% | 73,632 | +12.0% | 1.99% | +8.3% |
| Q2 2020 | $1,982,000 | +7.8% | 65,760 | +3.9% | 1.84% | -6.5% |
| Q1 2020 | $1,838,000 | -0.5% | 63,278 | -2.3% | 1.96% | +14.3% |
| Q4 2019 | $1,847,000 | – | 64,752 | – | 1.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |