SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 243 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 42.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,062,939 | -31.2% | 81,154 | -30.7% | 0.37% | -35.2% |
| Q1 2024 | $2,999,898 | +4.7% | 117,092 | +4.5% | 0.58% | -5.0% |
| Q4 2023 | $2,865,810 | +3.5% | 112,077 | +0.5% | 0.61% | -4.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |