SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. 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 ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |