SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Stadion Money Management, LLC | 3,213,617 | $81,497,000 | 7.03% |
| UBP Investment Advisors SA | 537,012 | $13,620,000 | 7.01% |
| Treasure Coast Financial Planning | 334,840 | $8,492,000 | 6.82% |
| Valtinson Bruner Financial Planning LLC | 346,070 | $8,776,000 | 5.42% |
| Ameliora Wealth Management Ltd. | 345,599 | $8,819,000 | 4.78% |
| LINCOLN NATIONAL CORP | 7,456,364 | $189,093,000 | 4.66% |
| Bridge Advisory, LLC | 349,755 | $8,870,000 | 4.32% |
| Rinkey Investments | 217,584 | $5,628,000 | 4.25% |
| Cavalier Investments, LLC | 333,730 | $8,463,000 | 3.06% |
| Aurora Private Wealth, Inc. | 238,923 | $6,059,000 | 2.80% |