SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 52 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $690,000 | -9.2% | 12,379 | -6.6% | 0.00% | 0.0% |
| Q2 2014 | $760,000 | -2.6% | 13,249 | -5.6% | 0.00% | 0.0% |
| Q1 2014 | $780,000 | -53.0% | 14,041 | -54.0% | 0.00% | -50.0% |
| Q4 2013 | $1,661,000 | -37.6% | 30,539 | -36.0% | 0.00% | -33.3% |
| Q3 2013 | $2,663,000 | -19.4% | 47,728 | -19.8% | 0.00% | -25.0% |
| Q2 2013 | $3,306,000 | – | 59,524 | – | 0.00% | – |
Download | ||||||
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% |