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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,873 | -80.9% | 8,610 | -79.5% | 0.01% | -75.9% |
| Q1 2023 | $1,122,601 | +54.2% | 42,092 | +48.9% | 0.03% | -70.7% |
| Q4 2022 | $728,209 | -14.4% | 28,269 | -15.8% | 0.10% | -19.5% |
| Q3 2022 | $851,000 | -32.9% | 33,569 | -27.2% | 0.12% | -25.5% |
| Q2 2022 | $1,269,000 | -11.8% | 46,113 | -3.0% | 0.16% | -6.8% |
| Q1 2022 | $1,439,000 | -13.7% | 47,553 | -10.2% | 0.18% | -4.8% |
| Q4 2021 | $1,667,000 | -66.2% | 52,936 | -66.6% | 0.19% | -75.5% |
| Q3 2021 | $4,927,000 | +83.9% | 158,420 | +84.1% | 0.76% | +43.0% |
| Q2 2021 | $2,679,000 | -33.4% | 86,040 | -34.6% | 0.53% | -40.1% |
| Q1 2021 | $4,021,000 | -4.2% | 131,628 | -2.2% | 0.88% | +1327.4% |
| Q4 2020 | $4,196,000 | +11.8% | 134,616 | +10.8% | 0.06% | -10.1% |
| Q3 2020 | $3,752,000 | +25.0% | 121,506 | +22.0% | 0.07% | +16.9% |
| Q2 2020 | $3,002,000 | +17.8% | 99,603 | +13.5% | 0.06% | -24.4% |
| Q1 2020 | $2,548,000 | +7.4% | 87,753 | +5.6% | 0.08% | +8.3% |
| Q4 2019 | $2,372,000 | +24.6% | 83,065 | +24.4% | 0.07% | -6.5% |
| Q3 2019 | $1,904,000 | +4.2% | 66,746 | +106.8% | 0.08% | -1.3% |
| Q2 2019 | $1,827,000 | +545.6% | 32,282 | +534.5% | 0.08% | +358.8% |
| Q1 2019 | $283,000 | -63.0% | 5,088 | -64.2% | 0.02% | -82.8% |
| Q4 2018 | $765,000 | +48.5% | 14,199 | +53.0% | 0.10% | +167.6% |
| Q2 2018 | $515,000 | – | 9,279 | – | 0.04% | – |
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% |