SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 102 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,023,606 | -54.9% | 41,208 | -42.8% | 0.09% | -48.2% |
| Q4 2021 | $2,270,000 | -9.1% | 72,059 | -10.3% | 0.17% | -15.8% |
| Q3 2021 | $2,498,000 | +39.6% | 80,324 | +39.8% | 0.20% | +33.8% |
| Q2 2021 | $1,789,000 | -8.4% | 57,440 | -10.1% | 0.15% | -14.2% |
| Q1 2021 | $1,952,000 | -17.3% | 63,888 | -15.7% | 0.18% | -21.1% |
| Q4 2020 | $2,361,000 | +7.4% | 75,752 | +6.3% | 0.22% | -1.8% |
| Q3 2020 | $2,199,000 | +29.7% | 71,253 | +26.6% | 0.23% | +21.4% |
| Q2 2020 | $1,696,000 | +657.1% | 56,285 | +1298.4% | 0.19% | +619.2% |
| Q1 2018 | $224,000 | -2.2% | 4,025 | -0.0% | 0.03% | -10.3% |
| Q1 2017 | $229,000 | -90.4% | 4,027 | -90.5% | 0.03% | -91.0% |
| Q4 2016 | $2,388,000 | +610.7% | 42,502 | +634.8% | 0.32% | +561.2% |
| Q2 2016 | $336,000 | -38.1% | 5,784 | -39.1% | 0.05% | -40.2% |
| Q1 2016 | $543,000 | – | 9,494 | – | 0.08% | – |
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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% |