SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
| Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
| Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
| Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
| Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
| LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
| DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
| UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
| Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
| Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |