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 | $1,214 | -10.7% | 48,892 | -7.0% | 0.00% | 0.0% |
Q2 2023 | $1,359 | -74.5% | 52,591 | -73.7% | 0.00% | -72.7% |
Q1 2023 | $5,325 | -29.1% | 199,683 | -31.5% | 0.01% | -38.9% |
Q4 2022 | $7,512 | -99.9% | 291,644 | -5.5% | 0.02% | -10.0% |
Q3 2022 | $7,823,000 | -10.4% | 308,484 | -2.8% | 0.02% | -13.0% |
Q2 2022 | $8,730,000 | -5.2% | 317,228 | +4.3% | 0.02% | +9.5% |
Q1 2022 | $9,205,000 | +27.6% | 304,226 | +32.8% | 0.02% | +31.2% |
Q4 2021 | $7,213,000 | +28.0% | 229,008 | +26.3% | 0.02% | +14.3% |
Q3 2021 | $5,637,000 | +14.4% | 181,275 | +14.6% | 0.01% | +7.7% |
Q2 2021 | $4,927,000 | +87.3% | 158,232 | +83.7% | 0.01% | +85.7% |
Q1 2021 | $2,630,000 | +11.4% | 86,116 | +13.7% | 0.01% | 0.0% |
Q4 2020 | $2,360,000 | +17.7% | 75,722 | +16.6% | 0.01% | 0.0% |
Q3 2020 | $2,005,000 | +31.2% | 64,956 | +28.1% | 0.01% | +16.7% |
Q2 2020 | $1,528,000 | +594.5% | 50,727 | +568.2% | 0.01% | +500.0% |
Q1 2020 | $220,000 | +7.3% | 7,592 | +98.8% | 0.00% | 0.0% |
Q4 2018 | $205,000 | -57.5% | 3,818 | -56.9% | 0.00% | -50.0% |
Q3 2018 | $482,000 | -18.6% | 8,859 | -16.9% | 0.00% | -33.3% |
Q2 2018 | $592,000 | +16.3% | 10,666 | +16.7% | 0.00% | 0.0% |
Q1 2018 | $509,000 | -10.1% | 9,143 | -9.1% | 0.00% | 0.0% |
Q4 2017 | $566,000 | – | 10,061 | – | 0.00% | – |
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% |