SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 55 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,016,000 | +0.4% | 53,500 | 0.0% | 0.85% | +2.6% |
| Q2 2017 | $3,005,000 | -1.4% | 53,500 | 0.0% | 0.83% | -2.3% |
| Q1 2017 | $3,048,000 | +0.6% | 53,500 | -0.7% | 0.85% | -3.6% |
| Q4 2016 | $3,029,000 | +59.8% | 53,900 | +65.3% | 0.88% | +47.8% |
| Q3 2016 | $1,896,000 | -37.1% | 32,600 | -37.1% | 0.60% | -35.8% |
| Q2 2016 | $3,012,000 | +6.5% | 51,800 | +4.8% | 0.93% | +4.4% |
| Q1 2016 | $2,828,000 | +4.7% | 49,425 | 0.0% | 0.89% | +3.0% |
| Q4 2015 | $2,700,000 | -53.8% | 49,425 | -53.3% | 0.87% | -56.1% |
| Q3 2015 | $5,845,000 | -17.6% | 105,850 | -16.9% | 1.97% | -1.3% |
| Q2 2015 | $7,097,000 | -2.5% | 127,350 | -0.8% | 2.00% | -6.4% |
| Q1 2015 | $7,277,000 | +21.8% | 128,350 | +20.3% | 2.13% | +19.7% |
| Q4 2014 | $5,973,000 | – | 106,700 | – | 1.78% | – |
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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% |