SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,101 | -11.9% | 7,492 | -8.3% | 0.01% | -12.5% |
| Q2 2023 | $211,190 | -3.0% | 8,173 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $217,681 | +1280376.5% | 8,162 | +1144.2% | 0.01% | +700.0% |
| Q4 2022 | $17 | -100.0% | 656 | -92.4% | 0.00% | -92.3% |
| Q3 2022 | $219,000 | -49.9% | 8,632 | -45.6% | 0.01% | -27.8% |
| Q2 2022 | $437,000 | +174.8% | 15,876 | +202.5% | 0.02% | +350.0% |
| Q1 2022 | $159,000 | -51.8% | 5,248 | -49.9% | 0.00% | -42.9% |
| Q4 2021 | $330,000 | +511.1% | 10,474 | +503.0% | 0.01% | +600.0% |
| Q3 2021 | $54,000 | 0.0% | 1,737 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | -84.5% | 1,737 | -84.7% | 0.00% | -88.9% |
| Q1 2021 | $349,000 | – | 11,382 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |