SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,658 | -57.2% | 4,012 | -56.2% | 0.00% | -50.0% |
| Q3 2022 | $233,000 | -31.5% | 9,151 | -25.6% | 0.00% | -33.3% |
| Q2 2022 | $340,000 | -13.3% | 12,292 | -7.6% | 0.00% | 0.0% |
| Q1 2022 | $392,000 | +3.7% | 13,309 | +8.0% | 0.00% | 0.0% |
| Q4 2021 | $378,000 | -2.1% | 12,324 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $386,000 | -0.3% | 12,324 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $387,000 | +2.1% | 12,324 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $379,000 | -1.3% | 12,324 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $384,000 | -3.0% | 12,324 | -4.6% | 0.00% | -33.3% |
| Q3 2020 | $396,000 | +50.6% | 12,915 | +49.8% | 0.00% | +50.0% |
| Q2 2020 | $263,000 | +30.2% | 8,623 | +144.3% | 0.00% | 0.0% |
| Q2 2014 | $202,000 | -40.8% | 3,530 | -42.5% | 0.00% | -33.3% |
| Q2 2013 | $341,000 | – | 6,134 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3EDGE Asset Management, LP | 5,781,017 | $174,934,000 | 13.02% |
| Treasure Coast Financial Planning | 330,955 | $10,015,000 | 7.68% |
| Prentice Wealth Management LLC | 506,673 | $15,340,000 | 7.37% |
| Valtinson Bruner Financial Planning LLC | 314,442 | $9,235,000 | 5.29% |
| Rinkey Investments | 174,318 | $5,006,000 | 4.95% |
| LINCOLN NATIONAL CORP | 7,688,087 | $232,642,000 | 4.81% |
| DRIVE WEALTH MANAGEMENT, LLC | 187,931 | $5,687,000 | 4.80% |
| UBP Investment Advisors SA | 167,040 | $12,850,000 | 4.78% |
| Stadion Money Management, LLC | 2,347,926 | $71,048,000 | 4.04% |
| Bridge Advisory, LLC | 301,173 | $9,113,000 | 3.98% |