SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 238 filers reported holding SPDR SER TR in Q2 2021. 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 ↓ |
|---|---|---|---|
| 3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
| Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
| Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
| Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
| Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
| LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
| DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
| UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
| Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
| Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |