SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,011 | -13.0% | 31,804 | -9.5% | 0.01% | -11.1% |
| Q2 2023 | $907,604 | -13.2% | 35,124 | -10.4% | 0.01% | -18.2% |
| Q1 2023 | $1,045,077 | -70.7% | 39,185 | -71.7% | 0.01% | -65.6% |
| Q4 2022 | $3,564,592 | -99.9% | 138,377 | -52.2% | 0.03% | -17.9% |
| Q3 2022 | $3,672,669,000 | +97942.4% | 289,354 | +112.6% | 0.04% | +2.6% |
| Q2 2022 | $3,746,000 | -61.5% | 136,119 | -57.7% | 0.04% | -62.4% |
| Q1 2022 | $9,726,000 | +11.0% | 321,426 | +15.6% | 0.10% | +13.5% |
| Q4 2021 | $8,761,000 | +9.9% | 278,121 | +8.5% | 0.09% | +11.2% |
| Q3 2021 | $7,975,000 | +21.8% | 256,415 | +21.9% | 0.08% | +8.1% |
| Q2 2021 | $6,549,000 | +56.0% | 210,317 | +53.0% | 0.07% | +39.6% |
| Q1 2021 | $4,199,000 | +2.5% | 137,440 | +4.2% | 0.05% | +12.8% |
| Q4 2020 | $4,095,000 | -99.9% | 131,853 | +5.6% | 0.05% | -34.7% |
| Q3 2020 | $3,858,000,000 | – | 124,859 | – | 0.07% | – |
Download | ||||||
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% |