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 | +70.0% | 16,541 | +73.7% | 0.02% | +27.8% |
| Q4 2020 | $297,000 | +6.8% | 9,524 | +5.6% | 0.02% | 0.0% |
| Q3 2020 | $278,000 | +6.1% | 9,015 | +3.6% | 0.02% | 0.0% |
| Q2 2020 | $262,000 | +1.2% | 8,701 | -2.4% | 0.02% | -28.0% |
| Q1 2020 | $259,000 | -17.5% | 8,918 | -18.8% | 0.02% | +19.0% |
| Q4 2019 | $314,000 | +9.8% | 10,989 | +9.5% | 0.02% | +5.0% |
| Q3 2019 | $286,000 | +7.9% | 10,036 | +114.7% | 0.02% | +11.1% |
| Q2 2019 | $265,000 | +10.9% | 4,674 | +9.0% | 0.02% | +5.9% |
| Q1 2019 | $239,000 | – | 4,287 | – | 0.02% | – |
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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% |