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 ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |