SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,479,566 | -25.2% | 253,405 | -27.3% | 0.34% | -30.6% |
| Q3 2023 | $8,658,827 | -22.0% | 348,584 | -18.9% | 0.49% | -16.9% |
| Q2 2023 | $11,102,599 | +106053.5% | 429,667 | +5.8% | 0.59% | +14550.0% |
| Q4 2022 | $10,459 | -99.9% | 406,034 | -14.3% | 0.00% | -99.5% |
| Q3 2022 | $13,035,000 | 0.0% | 473,653 | 0.0% | 0.86% | 0.0% |
| Q2 2022 | $13,035,000 | -16.2% | 473,653 | -7.9% | 0.86% | -1.6% |
| Q1 2022 | $15,558,000 | +9.3% | 514,145 | +13.8% | 0.88% | +11.9% |
| Q4 2021 | $14,228,000 | – | 451,671 | – | 0.78% | – |
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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% |