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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,297 | +11.7% | 51,034 | +12.7% | 0.10% | -46.2% |
| Q1 2024 | $1,161 | +19.7% | 45,300 | +19.4% | 0.20% | +11.4% |
| Q4 2023 | $970 | +6.6% | 37,953 | +3.6% | 0.18% | +20.7% |
| Q3 2023 | $910 | -99.9% | 36,650 | -96.6% | 0.14% | -41.3% |
| Q3 2022 | $1,075,000 | -20.8% | 1,075,014 | +2080.0% | 0.25% | +18.8% |
| Q2 2022 | $1,357,000 | +3131.0% | 49,313 | -94.5% | 0.21% | +13.7% |
| Q1 2022 | $42,000 | -94.5% | 892,530 | +3499.6% | 0.18% | +79.4% |
| Q4 2021 | $763,000 | -25.4% | 24,795 | -24.6% | 0.10% | -27.1% |
| Q3 2021 | $1,023,000 | – | 32,904 | – | 0.14% | – |
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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% |