SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 60 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $546,000 | +5.4% | 9,692 | +5.2% | 0.00% | 0.0% |
| Q2 2017 | $518,000 | -10.2% | 9,216 | -9.0% | 0.00% | -25.0% |
| Q1 2017 | $577,000 | +22.8% | 10,128 | +21.2% | 0.00% | +33.3% |
| Q4 2016 | $470,000 | +67.3% | 8,359 | +73.3% | 0.00% | +50.0% |
| Q3 2016 | $281,000 | 0.0% | 4,824 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $281,000 | +1.8% | 4,827 | +0.1% | 0.00% | 0.0% |
| Q1 2016 | $276,000 | +13.6% | 4,822 | +8.6% | 0.00% | 0.0% |
| Q4 2015 | $243,000 | -3.2% | 4,440 | -2.3% | 0.00% | -33.3% |
| Q3 2015 | $251,000 | -19.6% | 4,545 | -18.8% | 0.00% | 0.0% |
| Q2 2015 | $312,000 | -8.5% | 5,596 | -6.8% | 0.00% | -25.0% |
| Q1 2015 | $341,000 | +5.9% | 6,006 | +4.5% | 0.00% | 0.0% |
| Q4 2014 | $322,000 | +2.9% | 5,747 | +2.4% | 0.00% | 0.0% |
| Q3 2014 | $313,000 | +1.6% | 5,611 | +4.5% | 0.00% | 0.0% |
| Q2 2014 | $308,000 | -32.8% | 5,370 | -34.8% | 0.00% | -33.3% |
| Q1 2014 | $458,000 | -54.1% | 8,233 | -55.1% | 0.01% | -57.1% |
| Q4 2013 | $998,000 | -5.8% | 18,343 | -3.3% | 0.01% | -17.6% |
| Q3 2013 | $1,059,000 | -0.8% | 18,978 | -1.3% | 0.02% | -10.5% |
| Q2 2013 | $1,068,000 | – | 19,227 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |