SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 230 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.
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% | – |
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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% |