SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $667 | +81.2% | 25,000 | +74.8% | 0.00% | 0.0% |
| Q4 2022 | $368 | -100.0% | 14,300 | -76.2% | 0.00% | -50.0% |
| Q3 2022 | $1,524,000 | +119.0% | 60,100 | +137.5% | 0.00% | +100.0% |
| Q2 2022 | $696,000 | -87.4% | 25,300 | -85.6% | 0.00% | -85.7% |
| Q4 2021 | $5,516,000 | -23.5% | 175,100 | -24.5% | 0.01% | -22.2% |
| Q3 2021 | $7,209,000 | -17.5% | 231,800 | -17.4% | 0.01% | -18.2% |
| Q2 2021 | $8,741,000 | +95.7% | 280,700 | +92.0% | 0.01% | +83.3% |
| Q1 2021 | $4,466,000 | -7.9% | 146,200 | -6.0% | 0.01% | +20.0% |
| Q4 2020 | $4,847,000 | +220.1% | 155,500 | +217.0% | 0.01% | +150.0% |
| Q3 2020 | $1,514,000 | +226.3% | 49,047 | +218.5% | 0.00% | – |
| Q2 2020 | $464,000 | – | 15,400 | – | 0.00% | – |
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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% |