SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,062 | -4.2% | 10,470 | -0.4% | 0.02% | +15.8% |
| Q2 2023 | $271,513 | -1.9% | 10,508 | +1.2% | 0.02% | -5.0% |
| Q1 2023 | $276,900 | +35.9% | 10,382 | +31.3% | 0.02% | +33.3% |
| Q4 2022 | $203,722 | -24.0% | 7,908 | -25.2% | 0.02% | -31.8% |
| Q3 2022 | $268,000 | -43.0% | 10,578 | -38.1% | 0.02% | -38.9% |
| Q2 2022 | $470,000 | -37.8% | 17,094 | -31.5% | 0.04% | -29.4% |
| Q1 2022 | $756,000 | -15.6% | 24,969 | -12.2% | 0.05% | -10.5% |
| Q4 2021 | $896,000 | +11.0% | 28,438 | +9.5% | 0.06% | 0.0% |
| Q3 2021 | $807,000 | -0.5% | 25,963 | -0.3% | 0.06% | -6.6% |
| Q2 2021 | $811,000 | +30.0% | 26,035 | +27.4% | 0.06% | +29.8% |
| Q1 2021 | $624,000 | -2.0% | 20,434 | +0.0% | 0.05% | -7.8% |
| Q4 2020 | $637,000 | +19.1% | 20,431 | +17.8% | 0.05% | +6.2% |
| Q3 2020 | $535,000 | +3.1% | 17,341 | +0.7% | 0.05% | -2.0% |
| Q2 2020 | $519,000 | – | 17,227 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |