SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 238 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,655,213 | -4.6% | 187,408 | -0.8% | 2.78% | -4.3% |
| Q2 2023 | $4,879,969 | +9.1% | 188,853 | +12.6% | 2.90% | +3.0% |
| Q1 2023 | $4,472,979 | +44.1% | 167,716 | +39.2% | 2.82% | +38.1% |
| Q4 2022 | $3,104,382 | +5.1% | 120,512 | +3.4% | 2.04% | -2.5% |
| Q3 2022 | $2,955,000 | -3.2% | 116,512 | +5.0% | 2.09% | +4.4% |
| Q2 2022 | $3,052,000 | -4.7% | 110,913 | +9.1% | 2.00% | +14.2% |
| Q4 2021 | $3,201,000 | +0.4% | 101,632 | -3.5% | 1.75% | -4.6% |
| Q1 2021 | $3,188,000 | – | 105,349 | – | 1.84% | – |
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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% |