SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 272 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $201,937 | +0.2% | 7,882 | 0.0% | 0.07% | -6.7% |
| Q4 2023 | $201,543 | -1.0% | 7,882 | 0.0% | 0.08% | -10.7% |
| Q2 2023 | $203,671 | -3.1% | 7,882 | 0.0% | 0.08% | -8.7% |
| Q1 2023 | $210,213 | +3.5% | 7,882 | 0.0% | 0.09% | -8.0% |
| Q4 2022 | $203,040 | +1.5% | 7,882 | 0.0% | 0.10% | -3.8% |
| Q3 2022 | $200,000 | +1011.1% | 7,882 | +1207.1% | 0.10% | +700.0% |
| Q1 2021 | $18,000 | -5.3% | 603 | 0.0% | 0.01% | -18.8% |
| Q4 2020 | $19,000 | – | 603 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
| LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
| Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
| Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
| Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
| Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
| Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
| Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
| Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
| Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |