SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,702 | +86.8% | 7,113 | +94.3% | 0.00% | – |
| Q2 2023 | $94,575 | -3.2% | 3,660 | -0.1% | 0.00% | – |
| Q1 2023 | $97,665 | -13.0% | 3,662 | -16.0% | 0.00% | – |
| Q4 2022 | $112,237 | -53.4% | 4,357 | -54.1% | 0.00% | – |
| Q3 2022 | $241,000 | +0.8% | 9,501 | +9.5% | 0.00% | – |
| Q2 2022 | $239,000 | +53.2% | 8,677 | +68.6% | 0.00% | – |
| Q1 2022 | $156,000 | +183.6% | 5,146 | +193.7% | 0.00% | – |
| Q4 2021 | $55,000 | +5.8% | 1,752 | +4.6% | 0.00% | – |
| Q3 2021 | $52,000 | 0.0% | 1,675 | +0.9% | 0.00% | – |
| Q2 2021 | $52,000 | +10.6% | 1,660 | +7.4% | 0.00% | – |
| Q1 2021 | $47,000 | +56.7% | 1,545 | +60.1% | 0.00% | – |
| Q4 2020 | $30,000 | +11.1% | 965 | +11.3% | 0.00% | – |
| Q3 2020 | $27,000 | +170.0% | 867 | +163.5% | 0.00% | – |
| Q2 2020 | $10,000 | -92.4% | 329 | -86.1% | 0.00% | – |
| Q1 2019 | $132,000 | +109.5% | 2,370 | +107.9% | 0.00% | – |
| Q2 2018 | $63,000 | -1.6% | 1,140 | 0.0% | 0.00% | – |
| Q1 2018 | $64,000 | +814.3% | 1,140 | +826.8% | 0.00% | – |
| Q4 2017 | $7,000 | – | 123 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |