SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |