SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |