SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,125 | +92526.1% | 22,187 | -3.6% | 0.31% | -26.5% |
| Q2 2023 | $595 | -99.9% | 23,014 | +0.1% | 0.43% | +15.4% |
| Q1 2023 | $613,357 | +0.6% | 22,998 | -2.8% | 0.37% | -10.9% |
| Q4 2022 | $609,765 | -9.4% | 23,671 | -10.8% | 0.41% | -11.3% |
| Q3 2022 | $673,000 | -15.5% | 26,537 | -5.4% | 0.47% | -1.7% |
| Q2 2022 | $796,000 | -6.9% | 28,054 | -0.7% | 0.48% | +19.6% |
| Q1 2022 | $855,000 | -4.6% | 28,264 | -0.7% | 0.40% | +2.1% |
| Q4 2021 | $896,000 | +4.3% | 28,453 | +3.0% | 0.39% | +24.7% |
| Q3 2021 | $859,000 | -1.9% | 27,617 | -1.8% | 0.31% | -1.9% |
| Q2 2021 | $876,000 | +0.2% | 28,131 | -1.7% | 0.32% | -6.5% |
| Q1 2021 | $874,000 | +0.6% | 28,610 | +2.6% | 0.34% | -6.6% |
| Q4 2020 | $869,000 | +3.3% | 27,890 | +2.4% | 0.36% | -16.5% |
| Q3 2020 | $841,000 | +5.9% | 27,228 | +3.4% | 0.44% | -1.8% |
| Q2 2020 | $794,000 | – | 26,330 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |