SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 243 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 42.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $45,375 | -19.7% | 1,785 | -21.5% | 0.04% | -29.3% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |