SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,910 | -3.9% | 20,407 | 0.0% | 0.28% | -2.8% |
| Q2 2023 | $527,317 | +1430.3% | 20,407 | +1479.5% | 0.29% | +1971.4% |
| Q1 2023 | $34,458 | +3.5% | 1,292 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $33,282 | +0.9% | 1,292 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $33,000 | -8.3% | 1,292 | 0.0% | 0.02% | -14.3% |
| Q2 2022 | $36,000 | -7.7% | 1,292 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $39,000 | -4.9% | 1,292 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $41,000 | +2.5% | 1,292 | 0.0% | 0.02% | -23.1% |
| Q3 2021 | $40,000 | 0.0% | 1,292 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $40,000 | +2.6% | 1,292 | 0.0% | 0.03% | -15.6% |
| Q1 2021 | $39,000 | -2.5% | 1,292 | 0.0% | 0.03% | -13.5% |
| Q4 2020 | $40,000 | – | 1,292 | – | 0.04% | – |
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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% |