SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,516 | -3.6% | 303 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $7,796 | -70.8% | 302 | -69.8% | 0.00% | -66.7% |
| Q1 2023 | $26,705 | -11.7% | 1,001 | -14.7% | 0.00% | -25.0% |
| Q4 2022 | $30,250 | +8.0% | 1,174 | +7.3% | 0.00% | -20.0% |
| Q3 2022 | $28,000 | -99.8% | 1,094 | -99.8% | 0.01% | -99.8% |
| Q2 2022 | $13,883,000 | +18.3% | 504,468 | +30.1% | 2.28% | +27.6% |
| Q1 2022 | $11,737,000 | +15549.3% | 387,860 | +16251.6% | 1.79% | +16136.4% |
| Q4 2021 | $75,000 | +581.8% | 2,372 | +573.9% | 0.01% | +450.0% |
| Q4 2020 | $11,000 | 0.0% | 352 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $11,000 | -8.3% | 352 | -13.7% | 0.00% | -40.0% |
| Q4 2019 | $12,000 | -53.8% | 408 | -55.3% | 0.01% | -64.3% |
| Q3 2019 | $26,000 | – | 912 | – | 0.01% | – |
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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% |