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 | $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 ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |