SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,944 | -3.7% | 964 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $24,874 | -55.0% | 963 | -53.5% | 0.00% | -66.7% |
| Q1 2023 | $55,230 | +248.1% | 2,071 | +236.2% | 0.00% | +200.0% |
| Q4 2022 | $15,865 | -59.3% | 616 | -56.2% | 0.00% | -66.7% |
| Q3 2022 | $39,000 | 0.0% | 1,408 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -75.5% | 1,408 | -72.1% | 0.00% | -66.7% |
| Q4 2021 | $159,000 | +253.3% | 5,054 | +247.8% | 0.01% | +800.0% |
| Q3 2021 | $45,000 | -6.2% | 1,453 | -5.2% | 0.00% | -50.0% |
| Q2 2021 | $48,000 | -5.9% | 1,533 | -7.8% | 0.00% | 0.0% |
| Q1 2021 | $51,000 | – | 1,663 | – | 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% |