SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 133 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,912 | -14.8% | 8,249 | -11.4% | 0.01% | +20.0% |
| Q2 2023 | $240,616 | -16.7% | 9,312 | -14.1% | 0.01% | -37.5% |
| Q1 2023 | $288,995 | -8.3% | 10,836 | -11.4% | 0.01% | -11.1% |
| Q4 2022 | $315,199 | -63.8% | 12,236 | -64.4% | 0.01% | -65.4% |
| Q3 2022 | $871,000 | -7.8% | 34,332 | +0.0% | 0.03% | -35.0% |
| Q2 2022 | $945,000 | +132.8% | 34,320 | +155.9% | 0.04% | +207.7% |
| Q1 2022 | $406,000 | -37.7% | 13,411 | -35.2% | 0.01% | -31.6% |
| Q4 2021 | $652,000 | -0.3% | 20,694 | -1.6% | 0.02% | -9.5% |
| Q3 2021 | $654,000 | +3.3% | 21,034 | +3.4% | 0.02% | 0.0% |
| Q2 2021 | $633,000 | +4.1% | 20,340 | +2.2% | 0.02% | -4.5% |
| Q1 2021 | $608,000 | +63.4% | 19,908 | +67.0% | 0.02% | +10.0% |
| Q4 2020 | $372,000 | -42.6% | 11,920 | -43.7% | 0.02% | -42.9% |
| Q3 2020 | $648,000 | +114.6% | 21,184 | +112.1% | 0.04% | +75.0% |
| Q2 2020 | $302,000 | +2.0% | 9,988 | -1.9% | 0.02% | -20.0% |
| Q1 2020 | $296,000 | -33.2% | 10,179 | -34.4% | 0.02% | -34.2% |
| Q4 2019 | $443,000 | -6.9% | 15,514 | -7.0% | 0.04% | -19.1% |
| Q3 2019 | $476,000 | +0.6% | 16,690 | +99.9% | 0.05% | -9.6% |
| Q2 2019 | $473,000 | +1.1% | 8,351 | -0.5% | 0.05% | -10.3% |
| Q1 2019 | $468,000 | -10.7% | 8,391 | -13.6% | 0.06% | -22.7% |
| Q4 2018 | $524,000 | -2.8% | 9,708 | -1.8% | 0.08% | +17.2% |
| Q3 2018 | $539,000 | -2.7% | 9,890 | -0.8% | 0.06% | -12.3% |
| Q2 2018 | $554,000 | +2.4% | 9,973 | +2.8% | 0.07% | -3.9% |
| Q1 2018 | $541,000 | -39.6% | 9,699 | -39.1% | 0.08% | -37.2% |
| Q4 2017 | $896,000 | +39.6% | 15,922 | +39.9% | 0.12% | +13.1% |
| Q3 2017 | $642,000 | +4485.7% | 11,381 | +4452.4% | 0.11% | – |
| Q4 2014 | $14,000 | -99.9% | 250 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $14,340,000 | – | 250 | – | 0.00% | – |
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% |