SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
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% |