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 | $96,379 | -3.9% | 3,880 | 0.0% | 0.00% | – |
| Q2 2023 | $100,259 | -3.1% | 3,880 | 0.0% | 0.00% | – |
| Q1 2023 | $103,480 | +85.4% | 3,880 | +79.0% | 0.00% | – |
| Q4 2022 | $55,822 | +39.6% | 2,167 | +36.0% | 0.00% | – |
| Q3 2022 | $40,000 | -86.3% | 1,593 | -83.3% | 0.00% | – |
| Q1 2021 | $292,000 | 0.0% | 9,547 | +1.8% | 0.00% | – |
| Q4 2020 | $292,000 | -12.8% | 9,375 | -13.7% | 0.00% | – |
| Q3 2020 | $335,000 | -1.8% | 10,868 | -4.1% | 0.00% | – |
| Q2 2020 | $341,000 | +4.3% | 11,327 | +0.6% | 0.00% | – |
| Q1 2020 | $327,000 | -2.1% | 11,265 | -3.8% | 0.00% | – |
| Q4 2019 | $334,000 | -5.6% | 11,709 | -5.7% | 0.00% | – |
| Q3 2019 | $354,000 | -8.3% | 12,418 | +82.2% | 0.00% | – |
| Q2 2019 | $386,000 | -3.3% | 6,815 | -5.0% | 0.00% | – |
| Q1 2019 | $399,000 | -6.8% | 7,172 | -9.7% | 0.00% | – |
| Q4 2018 | $428,000 | -9.7% | 7,945 | -8.8% | 0.00% | – |
| Q3 2018 | $474,000 | +38.2% | 8,711 | +40.8% | 0.00% | – |
| Q2 2018 | $343,000 | +17.9% | 6,186 | +18.8% | 0.00% | – |
| Q1 2018 | $291,000 | +110.9% | 5,208 | +112.4% | 0.00% | – |
| Q4 2017 | $138,000 | +84.0% | 2,452 | +83.5% | 0.00% | – |
| Q3 2017 | $75,000 | +1.4% | 1,336 | +1.0% | 0.00% | – |
| Q2 2017 | $74,000 | +5.7% | 1,323 | +7.4% | 0.00% | – |
| Q1 2017 | $70,000 | -4.1% | 1,232 | -4.4% | 0.00% | – |
| Q4 2016 | $73,000 | -1.4% | 1,289 | +1.0% | 0.00% | – |
| Q3 2016 | $74,000 | +27.6% | 1,276 | +27.0% | 0.00% | – |
| Q2 2016 | $58,000 | +152.2% | 1,005 | +153.8% | 0.00% | – |
| Q1 2016 | $23,000 | -23.3% | 396 | -28.8% | 0.00% | – |
| Q4 2015 | $30,000 | +114.3% | 556 | +117.2% | 0.00% | – |
| Q3 2015 | $14,000 | -53.3% | 256 | -52.2% | 0.00% | – |
| Q2 2015 | $30,000 | +87.5% | 536 | +94.2% | 0.00% | – |
| Q1 2015 | $16,000 | -87.0% | 276 | -87.5% | 0.00% | – |
| Q3 2013 | $123,000 | +0.8% | 2,200 | 0.0% | 0.00% | – |
| Q2 2013 | $122,000 | – | 2,200 | – | 0.00% | – |
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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% |