SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,108 | -45.9% | 7,774 | -43.8% | 0.10% | -44.6% |
| Q2 2023 | $357,254 | -14.2% | 13,826 | -11.5% | 0.18% | -20.8% |
| Q1 2023 | $416,592 | +1.9% | 15,620 | -1.5% | 0.22% | -6.4% |
| Q4 2022 | $408,636 | +1.7% | 15,863 | -0.0% | 0.24% | 0.0% |
| Q3 2022 | $402,000 | -18.5% | 15,870 | -11.3% | 0.24% | -22.9% |
| Q2 2022 | $493,000 | -21.5% | 17,899 | -13.8% | 0.31% | -1.0% |
| Q1 2022 | $628,000 | +20833.3% | 20,767 | +18779.1% | 0.31% | +30800.0% |
| Q4 2021 | $3,000 | -76.9% | 110 | -74.1% | 0.00% | -87.5% |
| Q3 2021 | $13,000 | +333.3% | 425 | +300.9% | 0.01% | +300.0% |
| Q2 2021 | $3,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 105 | +1.0% | 0.00% | -33.3% |
| Q3 2020 | $3,000 | – | 104 | – | 0.00% | – |
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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% |