SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,107 | -2.4% | 111,518 | +1.5% | 0.63% | -0.2% |
| Q2 2023 | $2,839,532 | -2.8% | 109,889 | +0.3% | 0.63% | -7.6% |
| Q1 2023 | $2,922,819 | +7.7% | 109,592 | +4.3% | 0.69% | -27.8% |
| Q4 2022 | $2,714,810 | +12.0% | 105,103 | +10.0% | 0.95% | -0.2% |
| Q3 2022 | $2,424,000 | -1.1% | 95,575 | +9.8% | 0.95% | +14.6% |
| Q2 2022 | $2,450,000 | +0.0% | 87,070 | +7.6% | 0.83% | +13.2% |
| Q1 2022 | $2,449,000 | -5.3% | 80,940 | -1.4% | 0.73% | -3.8% |
| Q4 2021 | $2,587,000 | +0.3% | 82,125 | +0.2% | 0.76% | -0.9% |
| Q3 2021 | $2,579,000 | +3.6% | 81,971 | +4.1% | 0.77% | -1.4% |
| Q2 2021 | $2,489,000 | +14.3% | 78,709 | +11.6% | 0.78% | +13.4% |
| Q1 2021 | $2,178,000 | +6.6% | 70,501 | +7.5% | 0.69% | -10.9% |
| Q4 2020 | $2,044,000 | – | 65,591 | – | 0.77% | – |
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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% |