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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $637 | -59.9% | 25,644 | -58.3% | 0.00% | -66.7% |
| Q2 2023 | $1,590 | +193.4% | 61,516 | +202.8% | 0.01% | +200.0% |
| Q1 2023 | $542 | -72.1% | 20,318 | -73.1% | 0.00% | -80.0% |
| Q4 2022 | $1,944 | -100.0% | 75,453 | -57.5% | 0.01% | -63.0% |
| Q3 2022 | $4,499,000 | +141.6% | 177,396 | +162.1% | 0.03% | +145.5% |
| Q2 2022 | $1,862,000 | -77.4% | 67,671 | -75.2% | 0.01% | -77.6% |
| Q1 2022 | $8,242,000 | -3.5% | 272,371 | +0.4% | 0.05% | -7.5% |
| Q4 2021 | $8,542,000 | +242.8% | 271,161 | +238.3% | 0.05% | +211.8% |
| Q3 2021 | $2,492,000 | +793.2% | 80,144 | +777.8% | 0.02% | +466.7% |
| Q1 2021 | $279,000 | +13.4% | 9,130 | +5.9% | 0.00% | -40.0% |
| Q4 2019 | $246,000 | – | 8,622 | – | 0.01% | – |
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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% |