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 2022 | $1,232,962 | -10.9% | 48,618 | -3.3% | 0.05% | -8.8% |
| Q2 2022 | $1,383,109 | -8.2% | 50,258 | +1.0% | 0.06% | +11.8% |
| Q1 2022 | $1,506,153 | +16.1% | 49,774 | +20.9% | 0.05% | +15.9% |
| Q4 2021 | $1,297,051 | +150.8% | 41,176 | +147.7% | 0.04% | +131.6% |
| Q3 2021 | $517,069 | +6.8% | 16,626 | +6.9% | 0.02% | 0.0% |
| Q2 2021 | $484,289 | +5.0% | 15,552 | +3.0% | 0.02% | -5.0% |
| Q1 2021 | $461,091 | +6.4% | 15,093 | +8.6% | 0.02% | -9.1% |
| Q4 2020 | $433,294 | +23.7% | 13,901 | +22.5% | 0.02% | +10.0% |
| Q3 2020 | $350,220 | -7.8% | 11,345 | -9.9% | 0.02% | -20.0% |
| Q2 2020 | $379,674 | +163.9% | 12,597 | +154.3% | 0.02% | +108.3% |
| Q1 2020 | $143,864 | +1.7% | 4,954 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $141,437 | +0.1% | 4,954 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $141,288 | +0.8% | 4,954 | +100.0% | 0.01% | 0.0% |
| Q2 2019 | $140,173 | +1.6% | 2,477 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $137,919 | -1.3% | 2,477 | -4.5% | 0.01% | -23.5% |
| Q4 2018 | $139,791 | +13.1% | 2,594 | +14.3% | 0.02% | +21.4% |
| Q3 2018 | $123,647 | -5.4% | 2,270 | -3.6% | 0.01% | -22.2% |
| Q2 2018 | $130,773 | -0.4% | 2,355 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $131,315 | -0.9% | 2,355 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $132,469 | – | 2,355 | – | 0.02% | – |
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% |