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 | $56,511 | -5.3% | 2,275 | -1.5% | 0.06% | -1.7% |
| Q2 2023 | $59,691 | -50.2% | 2,310 | -50.4% | 0.06% | -35.9% |
| Q4 2022 | $119,913 | -7.8% | 4,655 | -1.4% | 0.09% | -17.1% |
| Q2 2022 | $130,000 | -10.3% | 4,719 | +2.4% | 0.11% | +32.1% |
| Q4 2021 | $145,000 | 0.0% | 4,608 | -1.1% | 0.08% | -16.8% |
| Q3 2021 | $145,000 | -32.6% | 4,658 | -34.7% | 0.10% | +102.0% |
| Q2 2020 | $215,000 | – | 7,138 | – | 0.05% | – |
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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% |