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 | $708,694 | -25.7% | 28,530 | -22.7% | 0.26% | -26.8% |
| Q2 2023 | $954,243 | -41.5% | 36,929 | -39.7% | 0.35% | -48.2% |
| Q1 2023 | $1,632,292 | +5.0% | 61,203 | +1.4% | 0.68% | -12.1% |
| Q4 2022 | $1,555,281 | -46.7% | 60,376 | -47.5% | 0.78% | -72.0% |
| Q3 2022 | $2,917,000 | -47.2% | 115,021 | -42.7% | 2.77% | -45.1% |
| Q2 2022 | $5,528,000 | -2.8% | 200,878 | +6.9% | 5.05% | +5.3% |
| Q1 2022 | $5,687,000 | +7.2% | 187,931 | +11.6% | 4.80% | +2.8% |
| Q4 2021 | $5,306,000 | – | 168,432 | – | 4.66% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |