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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,735,109 | -14.6% | 311,397 | -11.2% | 0.00% | 0.0% |
| Q2 2023 | $9,059,485 | -5.0% | 350,598 | -1.9% | 0.00% | -33.3% |
| Q1 2023 | $9,533,793 | -11.5% | 357,472 | -14.5% | 0.00% | 0.0% |
| Q4 2022 | $10,767,105 | -7.8% | 417,978 | -9.2% | 0.00% | -25.0% |
| Q3 2022 | $11,673,000 | +20.9% | 460,313 | +31.2% | 0.00% | +33.3% |
| Q2 2022 | $9,652,000 | +3.7% | 350,729 | +14.1% | 0.00% | +50.0% |
| Q1 2022 | $9,304,000 | -30.8% | 307,466 | -28.0% | 0.00% | -33.3% |
| Q4 2021 | $13,447,000 | +8.8% | 426,899 | +7.4% | 0.00% | 0.0% |
| Q3 2021 | $12,363,000 | +12.9% | 397,524 | +13.0% | 0.00% | +50.0% |
| Q2 2021 | $10,951,000 | +18.7% | 351,642 | +16.5% | 0.00% | 0.0% |
| Q1 2021 | $9,223,000 | +41.3% | 301,897 | +44.1% | 0.00% | 0.0% |
| Q4 2020 | $6,529,000 | +84.9% | 209,451 | +83.1% | 0.00% | +100.0% |
| Q3 2020 | $3,532,000 | -6.9% | 114,390 | -9.1% | 0.00% | 0.0% |
| Q2 2020 | $3,793,000 | +44.2% | 125,832 | +38.9% | 0.00% | 0.0% |
| Q1 2020 | $2,631,000 | +14.0% | 90,598 | +12.1% | 0.00% | 0.0% |
| Q4 2019 | $2,307,000 | +5.1% | 80,806 | +4.9% | 0.00% | 0.0% |
| Q3 2019 | $2,196,000 | -24.1% | 76,995 | +50.6% | 0.00% | 0.0% |
| Q2 2019 | $2,893,000 | -3.8% | 51,113 | -5.4% | 0.00% | 0.0% |
| Q1 2019 | $3,007,000 | -59.4% | 54,016 | -60.7% | 0.00% | -50.0% |
| Q4 2018 | $7,408,000 | -12.6% | 137,467 | -11.7% | 0.00% | 0.0% |
| Q3 2018 | $8,477,000 | -3.5% | 155,631 | -1.7% | 0.00% | -33.3% |
| Q2 2018 | $8,787,000 | +6.8% | 158,257 | +7.2% | 0.00% | +50.0% |
| Q1 2018 | $8,230,000 | -15.8% | 147,601 | -15.1% | 0.00% | -33.3% |
| Q4 2017 | $9,776,000 | +1.1% | 173,795 | +1.3% | 0.00% | 0.0% |
| Q3 2017 | $9,672,000 | -4.6% | 171,551 | -5.0% | 0.00% | 0.0% |
| Q2 2017 | $10,138,000 | -3.1% | 180,504 | -1.7% | 0.00% | 0.0% |
| Q1 2017 | $10,462,000 | -1.9% | 183,619 | -3.3% | 0.00% | -25.0% |
| Q4 2016 | $10,669,000 | +0.7% | 189,869 | +4.2% | 0.00% | 0.0% |
| Q3 2016 | $10,598,000 | +2.8% | 182,259 | +2.8% | 0.00% | 0.0% |
| Q2 2016 | $10,310,000 | +19.5% | 177,304 | +17.5% | 0.00% | +33.3% |
| Q1 2016 | $8,631,000 | +77.2% | 150,853 | +69.2% | 0.00% | +50.0% |
| Q4 2015 | $4,870,000 | -13.5% | 89,151 | -12.6% | 0.00% | 0.0% |
| Q3 2015 | $5,633,000 | -5.4% | 102,020 | -4.5% | 0.00% | 0.0% |
| Q2 2015 | $5,953,000 | -49.8% | 106,812 | -48.9% | 0.00% | 0.0% |
| Q1 2015 | $11,852,000 | +282.2% | 209,038 | +277.3% | 0.00% | +100.0% |
| Q4 2014 | $3,101,000 | +9.3% | 55,406 | +8.9% | 0.00% | 0.0% |
| Q3 2014 | $2,838,000 | -1.6% | 50,880 | +1.2% | 0.00% | 0.0% |
| Q2 2014 | $2,883,000 | +3.6% | 50,271 | +0.4% | 0.00% | 0.0% |
| Q1 2014 | $2,782,000 | -33.6% | 50,064 | -35.0% | 0.00% | -50.0% |
| Q4 2013 | $4,188,000 | -19.0% | 76,979 | -16.9% | 0.00% | 0.0% |
| Q3 2013 | $5,169,000 | -36.4% | 92,653 | -36.7% | 0.00% | -50.0% |
| Q2 2013 | $8,131,000 | – | 146,397 | – | 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% |