SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,545,691 | -5.8% | 223,256 | -2.0% | 1.94% | -9.9% |
| Q2 2023 | $5,885,048 | -5.7% | 227,750 | -2.7% | 2.16% | -10.4% |
| Q1 2023 | $6,241,807 | -34.5% | 234,039 | -36.7% | 2.41% | -39.4% |
| Q4 2022 | $9,522,946 | +7.4% | 369,680 | +5.7% | 3.98% | -8.1% |
| Q3 2022 | $8,870,000 | -27.6% | 349,755 | -21.6% | 4.32% | -26.7% |
| Q2 2022 | $12,252,000 | +34.4% | 445,854 | +48.0% | 5.90% | +48.4% |
| Q1 2022 | $9,113,000 | -27.9% | 301,173 | -24.9% | 3.98% | -30.4% |
| Q4 2021 | $12,636,000 | -0.6% | 401,149 | -1.9% | 5.71% | -8.7% |
| Q3 2021 | $12,713,000 | +0.9% | 408,767 | +1.0% | 6.26% | -2.6% |
| Q2 2021 | $12,604,000 | -1.8% | 404,744 | -3.7% | 6.42% | -19.3% |
| Q1 2021 | $12,835,000 | -7.9% | 420,127 | -6.0% | 7.97% | +21.2% |
| Q4 2020 | $13,937,000 | – | 447,134 | – | 6.57% | – |
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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% |