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 | $870,976 | -27.2% | 35,063 | -24.2% | 0.01% | -25.0% |
| Q2 2023 | $1,196,070 | -28.9% | 46,287 | -26.6% | 0.02% | -36.0% |
| Q1 2023 | $1,682,602 | +17.3% | 63,090 | +13.3% | 0.02% | +8.7% |
| Q4 2022 | $1,434,076 | -42.9% | 55,671 | -43.8% | 0.02% | -46.5% |
| Q3 2022 | $2,512,503 | +14.8% | 99,073 | +24.6% | 0.04% | +4.9% |
| Q2 2022 | $2,188,000 | +99.8% | 79,523 | +119.7% | 0.04% | +127.8% |
| Q1 2022 | $1,095,000 | – | 36,193 | – | 0.02% | – |
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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% |