SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $331,513 | -37.9% | 12,543 | -40.5% | 0.08% | -45.8% |
| Q3 2022 | $534,000 | +5.1% | 21,069 | +14.1% | 0.14% | +31.5% |
| Q2 2022 | $508,000 | -13.3% | 18,460 | -4.7% | 0.11% | +2.9% |
| Q1 2022 | $586,000 | -4.6% | 19,372 | -0.7% | 0.10% | -1.9% |
| Q4 2021 | $614,000 | +22.3% | 19,505 | +23.2% | 0.11% | +15.1% |
| Q3 2021 | $502,000 | -2.7% | 15,829 | -3.5% | 0.09% | -24.4% |
| Q2 2021 | $516,000 | +25.5% | 16,407 | +23.1% | 0.12% | +18.3% |
| Q1 2021 | $411,000 | -84.0% | 13,330 | -83.9% | 0.10% | -91.0% |
| Q4 2020 | $2,575,000 | +1.4% | 82,600 | -0.7% | 1.15% | -7.6% |
| Q3 2020 | $2,539,000 | -0.8% | 83,151 | -0.1% | 1.25% | +27.4% |
| Q2 2020 | $2,560,000 | – | 83,256 | – | 0.98% | – |
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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% |