SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,437 | -3.2% | 19,623 | +0.7% | 0.24% | +7.5% |
| Q2 2023 | $503,313 | -62.6% | 19,478 | -61.4% | 0.23% | -65.5% |
| Q1 2023 | $1,345,686 | +11.7% | 50,457 | +7.9% | 0.66% | -10.1% |
| Q4 2022 | $1,204,330 | -37.0% | 46,752 | -38.0% | 0.73% | -42.6% |
| Q3 2022 | $1,913,000 | -7.9% | 75,447 | -0.0% | 1.28% | -25.3% |
| Q2 2022 | $2,077,000 | -59.7% | 75,475 | -55.7% | 1.71% | -53.4% |
| Q1 2022 | $5,155,000 | -10.5% | 170,346 | -6.8% | 3.66% | +18.0% |
| Q4 2021 | $5,760,000 | +1.0% | 182,864 | -0.3% | 3.11% | -3.8% |
| Q3 2021 | $5,702,000 | +12.6% | 183,360 | +12.7% | 3.23% | -3.9% |
| Q2 2021 | $5,065,000 | +62.0% | 162,641 | +58.9% | 3.36% | +1.6% |
| Q1 2021 | $3,126,000 | +23.8% | 102,340 | +26.3% | 3.31% | +1.5% |
| Q4 2020 | $2,526,000 | +0.5% | 81,053 | -0.4% | 3.26% | -10.3% |
| Q3 2020 | $2,513,000 | +7.3% | 81,397 | +4.8% | 3.64% | +4.1% |
| Q2 2020 | $2,341,000 | +5.5% | 77,673 | +1.7% | 3.49% | -3.9% |
| Q1 2020 | $2,218,000 | -0.4% | 76,380 | -2.0% | 3.63% | +85.1% |
| Q4 2019 | $2,226,000 | – | 77,956 | – | 1.96% | – |
Download | ||||||
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% |