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 | $6,773,789 | -3.9% | 272,697 | -0.0% | 4.70% | -1.3% |
| Q2 2023 | $7,046,896 | -0.3% | 272,713 | +2.9% | 4.76% | -3.6% |
| Q1 2023 | $7,070,312 | +19.3% | 265,104 | +15.2% | 4.94% | +11.8% |
| Q4 2022 | $5,927,000 | -30.2% | 230,098 | -31.3% | 4.42% | -35.1% |
| Q3 2022 | $8,492,000 | -8.8% | 334,840 | -1.0% | 6.82% | -5.5% |
| Q2 2022 | $9,308,000 | -7.1% | 338,235 | +2.2% | 7.21% | -6.1% |
| Q1 2022 | $10,015,000 | -3.4% | 330,955 | +0.6% | 7.68% | -4.2% |
| Q4 2021 | $10,364,000 | – | 329,012 | – | 8.02% | – |
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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% |