SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $315,698 | -3.6% | 12,709 | +0.3% | 0.24% | -0.4% |
Q2 2023 | $327,327 | -0.3% | 12,667 | +2.9% | 0.24% | -7.0% |
Q1 2023 | $328,446 | +104168.6% | 12,315 | +0.8% | 0.26% | -10.5% |
Q4 2022 | $315 | -99.9% | 12,220 | +0.4% | 0.29% | +4.7% |
Q3 2022 | $309,000 | -6.6% | 12,166 | +1.1% | 0.27% | -2.1% |
Q2 2022 | $331,000 | – | 12,035 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
UBP Investment Advisors SA | 507,725 | $15,826,000 | 8.15% |
Bridge Advisory, LLC | 447,134 | $13,937,000 | 6.57% |
LINCOLN NATIONAL CORP | 7,262,291 | $226,366,000 | 5.98% |
Willow Creek Wealth Management Inc. | 466,463 | $14,540,000 | 5.48% |
Pure Financial Advisors, LLC | 1,385,234 | $43,178,000 | 5.17% |
Blueprint Investment Partners LLC | 157 | $4,884,000 | 3.95% |
Deane Retirement Strategies, Inc. | 382,374 | $11,918,000 | 3.63% |
Tempus Wealth Planning, LLC | 81,053 | $2,526,000 | 3.26% |
Glovista Investments LLC | 270,345 | $8,414,000 | 2.74% |
Valtinson Bruner Financial Planning LLC | 104,147 | $3,231,000 | 2.03% |