SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 61 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $459,000 | +26.1% | 17,772 | +35.0% | 0.00% | 0.0% |
| Q2 2022 | $364,000 | -41.3% | 13,161 | -35.9% | 0.00% | 0.0% |
| Q1 2022 | $620,000 | -8.3% | 20,520 | -4.6% | 0.00% | 0.0% |
| Q4 2021 | $676,000 | +193.9% | 21,502 | +428.7% | 0.00% | -50.0% |
| Q3 2017 | $230,000 | -71.7% | 4,067 | -71.4% | 0.00% | -33.3% |
| Q1 2016 | $813,000 | +16.5% | 14,223 | +11.1% | 0.00% | -62.5% |
| Q4 2015 | $698,000 | +5.0% | 12,801 | +5.8% | 0.01% | -11.1% |
| Q3 2015 | $665,000 | +0.5% | 12,104 | +1.9% | 0.01% | -18.2% |
| Q2 2015 | $662,000 | +0.5% | 11,878 | +2.2% | 0.01% | +10.0% |
| Q1 2015 | $659,000 | +7.2% | 11,617 | +5.8% | 0.01% | +11.1% |
| Q4 2014 | $615,000 | -3.8% | 10,984 | -4.1% | 0.01% | -18.2% |
| Q3 2014 | $639,000 | +0.6% | 11,455 | +3.4% | 0.01% | 0.0% |
| Q2 2014 | $635,000 | +1.1% | 11,076 | -2.0% | 0.01% | -8.3% |
| Q1 2014 | $628,000 | +20.5% | 11,302 | +18.0% | 0.01% | +9.1% |
| Q4 2013 | $521,000 | +7.2% | 9,575 | +9.5% | 0.01% | -15.4% |
| Q2 2013 | $486,000 | – | 8,747 | – | 0.01% | – |
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% |