SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,632 | +511.4% | 10,895 | +536.0% | 0.18% | +517.2% |
| Q2 2023 | $44,264 | -55.9% | 1,713 | -54.5% | 0.03% | -55.4% |
| Q1 2023 | $100,360 | -0.9% | 3,763 | -4.3% | 0.06% | -4.4% |
| Q4 2022 | $101,263 | -76.6% | 3,931 | -77.0% | 0.07% | -78.5% |
| Q3 2022 | $433,000 | +23.4% | 17,063 | +34.0% | 0.32% | +29.0% |
| Q2 2022 | $351,000 | -31.0% | 12,737 | -24.3% | 0.24% | -22.2% |
| Q1 2022 | $509,000 | -13.6% | 16,831 | -10.0% | 0.32% | -8.7% |
| Q4 2021 | $589,000 | +1.2% | 18,699 | 0.0% | 0.34% | -2.5% |
| Q3 2021 | $582,000 | 0.0% | 18,699 | 0.0% | 0.35% | -3.8% |
| Q2 2021 | $582,000 | +1.9% | 18,699 | 0.0% | 0.37% | -0.8% |
| Q1 2021 | $571,000 | -2.1% | 18,699 | 0.0% | 0.37% | -19.2% |
| Q4 2020 | $583,000 | +1.0% | 18,699 | 0.0% | 0.46% | -5.9% |
| Q3 2020 | $577,000 | +2.3% | 18,699 | 0.0% | 0.49% | -0.2% |
| Q2 2020 | $564,000 | +3.9% | 18,699 | 0.0% | 0.49% | -12.2% |
| Q1 2020 | $543,000 | -14.1% | 18,699 | -15.5% | 0.56% | +3.7% |
| Q4 2019 | $632,000 | – | 22,136 | – | 0.54% | – |
Download | ||||||
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% |