SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 238 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $275,000 | -87.6% | 8,741 | -87.7% | 0.01% | -97.0% |
| Q2 2021 | $2,221,000 | -7.8% | 71,322 | -9.6% | 0.34% | -12.3% |
| Q1 2021 | $2,410,000 | -10.4% | 78,887 | -8.6% | 0.38% | -14.3% |
| Q4 2020 | $2,689,000 | -68.5% | 86,278 | -68.8% | 0.45% | -72.4% |
| Q3 2020 | $8,528,000 | +2329.6% | 276,250 | +2146.7% | 1.62% | +2243.5% |
| Q4 2019 | $351,000 | -24.2% | 12,296 | -24.3% | 0.07% | -30.3% |
| Q3 2019 | $463,000 | -85.7% | 16,251 | -72.1% | 0.10% | -95.0% |
| Q3 2013 | $3,247,000 | -3.7% | 58,280 | -4.0% | 1.96% | +0.2% |
| Q2 2013 | $3,372,000 | – | 60,702 | – | 1.96% | – |
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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% |