SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
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% | – |
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% |