SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $505,000 | -29.9% | 16,541 | -28.7% | 0.02% | -35.5% |
| Q4 2020 | $720,000 | -76.6% | 23,197 | -76.7% | 0.03% | -79.7% |
| Q3 2020 | $3,081,000 | +13.5% | 99,512 | +10.5% | 0.15% | +7.0% |
| Q2 2020 | $2,715,000 | +10.1% | 90,021 | +6.5% | 0.14% | +4.4% |
| Q1 2020 | $2,467,000 | +69.8% | 84,499 | +213.2% | 0.14% | +41.2% |
| Q4 2018 | $1,453,000 | -0.2% | 26,979 | +1.0% | 0.10% | +14.1% |
| Q3 2018 | $1,456,000 | +6.3% | 26,713 | +8.3% | 0.08% | -4.5% |
| Q2 2018 | $1,370,000 | +2.8% | 24,668 | +2.9% | 0.09% | 0.0% |
| Q1 2018 | $1,333,000 | +3.6% | 23,973 | +4.5% | 0.09% | +7.2% |
| Q4 2017 | $1,287,000 | -1.5% | 22,935 | -0.8% | 0.08% | -4.6% |
| Q3 2017 | $1,307,000 | +38.6% | 23,122 | +38.1% | 0.09% | +29.9% |
| Q2 2017 | $943,000 | +8.3% | 16,748 | +9.6% | 0.07% | -1.5% |
| Q1 2017 | $871,000 | +62.2% | 15,278 | +59.4% | 0.07% | +44.7% |
| Q4 2016 | $537,000 | – | 9,584 | – | 0.05% | – |
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% |