SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 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 ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |