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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,039 | -0.4% | 12,884 | +3.6% | 0.01% | 0.0% |
| Q2 2023 | $321,243 | -20.5% | 12,432 | -18.0% | 0.01% | -12.5% |
| Q1 2023 | $404,317 | +5.5% | 15,160 | +1.9% | 0.01% | 0.0% |
| Q4 2022 | $383,103 | -0.8% | 14,872 | -2.2% | 0.01% | 0.0% |
| Q3 2022 | $386,000 | -13.3% | 15,202 | -6.0% | 0.01% | 0.0% |
| Q2 2022 | $445,000 | -13.3% | 16,165 | -4.7% | 0.01% | 0.0% |
| Q1 2022 | $513,000 | -2.3% | 16,967 | +1.7% | 0.01% | +14.3% |
| Q4 2021 | $525,000 | +7.4% | 16,681 | +6.0% | 0.01% | 0.0% |
| Q3 2021 | $489,000 | +9.9% | 15,737 | +10.1% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +16.5% | 14,291 | +14.3% | 0.01% | +16.7% |
| Q1 2021 | $382,000 | +3.8% | 12,498 | +6.0% | 0.01% | 0.0% |
| Q4 2020 | $368,000 | +2.5% | 11,793 | +1.5% | 0.01% | -14.3% |
| Q3 2020 | $359,000 | +2.0% | 11,618 | -0.4% | 0.01% | 0.0% |
| Q2 2020 | $352,000 | +11.4% | 11,667 | +7.2% | 0.01% | -12.5% |
| Q1 2020 | $316,000 | +17.0% | 10,885 | +14.9% | 0.01% | +60.0% |
| Q4 2019 | $270,000 | +5.9% | 9,470 | +6.0% | 0.01% | 0.0% |
| Q3 2019 | $255,000 | +41.7% | 8,936 | +180.8% | 0.01% | +66.7% |
| Q2 2019 | $180,000 | +30.4% | 3,182 | +28.8% | 0.00% | +50.0% |
| Q1 2019 | $138,000 | +53.3% | 2,470 | +48.0% | 0.00% | 0.0% |
| Q4 2018 | $90,000 | +66.7% | 1,669 | +68.6% | 0.00% | +100.0% |
| Q3 2018 | $54,000 | – | 990 | – | 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% |