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 | $490,224 | -3.9% | 19,735 | 0.0% | 0.13% | +9.1% |
| Q2 2023 | $509,959 | -3.1% | 19,735 | 0.0% | 0.12% | -3.2% |
| Q1 2023 | $526,339 | +3.5% | 19,735 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $508,380 | +1.7% | 19,735 | 0.0% | 0.13% | -8.0% |
| Q3 2022 | $500,000 | -7.9% | 19,735 | 0.0% | 0.14% | -3.5% |
| Q2 2022 | $543,000 | -9.0% | 19,735 | 0.0% | 0.14% | +11.8% |
| Q1 2022 | $597,000 | -4.0% | 19,735 | 0.0% | 0.13% | -8.6% |
| Q4 2021 | $622,000 | +1.3% | 19,735 | 0.0% | 0.14% | +0.7% |
| Q3 2021 | $614,000 | -48.7% | 19,735 | -50.0% | 0.14% | -20.2% |
| Q2 2021 | $1,198,000 | +98.7% | 39,470 | +100.0% | 0.17% | +15.3% |
| Q1 2021 | $603,000 | -2.0% | 19,735 | 0.0% | 0.15% | -10.7% |
| Q4 2020 | $615,000 | -25.3% | 19,735 | 0.0% | 0.17% | -34.4% |
| Q3 2020 | $823,000 | +38.3% | 19,735 | 0.0% | 0.26% | +25.5% |
| Q2 2020 | $595,000 | -27.4% | 19,735 | 0.0% | 0.20% | -61.7% |
| Q1 2020 | $819,000 | +45.5% | 19,735 | 0.0% | 0.53% | +155.0% |
| Q4 2019 | $563,000 | 0.0% | 19,735 | 0.0% | 0.21% | -7.9% |
| Q3 2019 | $563,000 | +0.9% | 19,735 | +100.0% | 0.23% | -1.3% |
| Q2 2019 | $558,000 | +1.6% | 9,868 | 0.0% | 0.23% | +0.9% |
| Q1 2019 | $549,000 | +3.2% | 9,868 | 0.0% | 0.23% | -6.9% |
| Q4 2018 | $532,000 | – | 9,868 | – | 0.24% | – |
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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% |