SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,310,329 | +0.6% | 254,039 | +4.6% | 2.85% | +0.2% |
| Q2 2023 | $6,272,841 | -14.0% | 242,757 | -11.2% | 2.84% | -18.3% |
| Q1 2023 | $7,293,898 | -0.7% | 273,487 | -4.1% | 3.48% | -6.0% |
| Q4 2022 | $7,343,300 | +176.1% | 285,066 | +171.6% | 3.70% | +154.6% |
| Q3 2022 | $2,660,000 | -81.1% | 104,948 | -79.4% | 1.45% | -89.8% |
| Q2 2022 | $14,044,000 | -8.4% | 510,334 | +0.7% | 14.31% | +94.2% |
| Q1 2022 | $15,340,000 | +3.0% | 506,673 | +7.2% | 7.37% | +5.7% |
| Q4 2021 | $14,897,000 | +4.9% | 472,830 | +3.6% | 6.97% | +1.6% |
| Q3 2021 | $14,197,000 | +34.1% | 456,502 | +34.3% | 6.86% | +26.4% |
| Q2 2021 | $10,583,000 | +5.5% | 339,861 | +3.5% | 5.43% | -2.8% |
| Q1 2021 | $10,033,000 | – | 328,415 | – | 5.59% | – |
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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% |