SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |