SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,075,000 | +92.1% | 353,918 | +92.5% | 0.06% | +75.0% |
| Q3 2019 | $5,244,000 | +16.8% | 183,850 | +131.8% | 0.04% | +12.5% |
| Q2 2019 | $4,488,000 | +41.2% | 79,328 | +39.0% | 0.03% | +33.3% |
| Q1 2019 | $3,179,000 | +5.7% | 57,085 | +2.3% | 0.02% | -11.1% |
| Q4 2018 | $3,007,000 | +2.9% | 55,807 | +4.0% | 0.03% | +12.5% |
| Q3 2018 | $2,923,000 | +14.9% | 53,669 | +17.7% | 0.02% | 0.0% |
| Q2 2018 | $2,543,000 | 0.0% | 45,612 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,543,000 | -2.0% | 45,612 | -1.2% | 0.02% | -4.0% |
| Q4 2017 | $2,595,000 | +15.5% | 46,145 | +15.8% | 0.02% | +4.2% |
| Q3 2017 | $2,247,000 | -9.5% | 39,857 | -9.8% | 0.02% | -17.2% |
| Q2 2017 | $2,484,000 | +10.6% | 44,191 | +12.1% | 0.03% | +3.6% |
| Q1 2017 | $2,245,000 | +156.9% | 39,414 | +153.7% | 0.03% | +133.3% |
| Q4 2016 | $874,000 | +7.1% | 15,535 | +10.6% | 0.01% | 0.0% |
| Q3 2016 | $816,000 | +0.2% | 14,049 | +0.0% | 0.01% | -7.7% |
| Q2 2016 | $814,000 | +9.0% | 14,044 | +7.3% | 0.01% | 0.0% |
| Q1 2016 | $747,000 | +8.1% | 13,092 | +3.6% | 0.01% | 0.0% |
| Q4 2015 | $691,000 | -3.5% | 12,641 | -2.5% | 0.01% | -13.3% |
| Q3 2015 | $716,000 | -13.5% | 12,965 | -12.6% | 0.02% | 0.0% |
| Q2 2015 | $828,000 | -2.0% | 14,837 | -0.4% | 0.02% | -6.2% |
| Q1 2015 | $845,000 | +23.0% | 14,903 | +21.3% | 0.02% | +6.7% |
| Q4 2014 | $687,000 | +40.5% | 12,282 | +39.9% | 0.02% | +15.4% |
| Q3 2014 | $489,000 | -13.6% | 8,777 | -11.0% | 0.01% | -13.3% |
| Q2 2014 | $566,000 | +17.9% | 9,864 | +14.3% | 0.02% | +7.1% |
| Q1 2014 | $480,000 | +26.3% | 8,629 | +23.5% | 0.01% | +16.7% |
| Q4 2013 | $380,000 | -75.6% | 6,989 | -74.9% | 0.01% | -77.4% |
| Q3 2013 | $1,555,000 | -14.5% | 27,873 | -14.8% | 0.05% | -18.5% |
| Q2 2013 | $1,818,000 | – | 32,733 | – | 0.06% | – |
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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% |