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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,795,262 | -4.0% | 69,476 | -0.9% | 0.48% | -3.8% |
| Q1 2023 | $1,869,490 | +6.1% | 70,097 | +2.5% | 0.50% | +5.1% |
| Q4 2022 | $1,761,317 | +0.0% | 68,374 | -1.5% | 0.47% | -2.9% |
| Q3 2022 | $1,761,000 | -6.6% | 69,447 | +1.4% | 0.49% | +5.0% |
| Q2 2022 | $1,885,000 | +79.0% | 68,485 | +96.7% | 0.46% | +111.9% |
| Q1 2022 | $1,053,000 | +29.7% | 34,809 | +33.4% | 0.22% | +21.7% |
| Q3 2021 | $812,000 | +41.7% | 26,101 | +41.9% | 0.18% | +32.4% |
| Q2 2021 | $573,000 | +57200.0% | 18,395 | +1.8% | 0.14% | +13500.0% |
| Q1 2021 | $1,000 | -99.8% | 18,068 | -1.8% | 0.00% | -99.4% |
| Q4 2020 | $573,000 | +0.7% | 18,407 | -0.1% | 0.16% | +3.3% |
| Q3 2020 | $569,000 | +2.9% | 18,434 | +0.4% | 0.15% | -1.9% |
| Q2 2020 | $553,000 | +3.6% | 18,355 | -0.3% | 0.15% | -14.9% |
| Q1 2020 | $534,000 | +58.9% | 18,406 | +56.2% | 0.18% | +103.4% |
| Q4 2019 | $336,000 | – | 11,786 | – | 0.09% | – |
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% |