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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $278,982 | -91.8% | 10,830 | -91.9% | 0.01% | -94.0% |
| Q3 2022 | $3,385,000 | -30.7% | 133,496 | -24.1% | 0.20% | -53.9% |
| Q2 2022 | $4,883,000 | -3.2% | 175,826 | +5.5% | 0.43% | +52.8% |
| Q1 2022 | $5,045,000 | +2.2% | 166,708 | +6.4% | 0.28% | -31.9% |
| Q4 2021 | $4,935,000 | -52.7% | 156,663 | -54.2% | 0.42% | -50.1% |
| Q1 2021 | $10,441,000 | -10.2% | 341,752 | -8.4% | 0.84% | -22.3% |
| Q4 2020 | $11,632,000 | – | 373,187 | – | 1.07% | – |
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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% |