SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $397,000 | 0.0% | 12,756 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $397,000 | +1.8% | 12,756 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $390,000 | +30.9% | 12,756 | +33.5% | 0.01% | +25.0% |
| Q4 2020 | $298,000 | -2.0% | 9,556 | -3.0% | 0.01% | -20.0% |
| Q3 2020 | $304,000 | +2.4% | 9,850 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $297,000 | +6.8% | 9,850 | +3.1% | 0.01% | -25.0% |
| Q1 2020 | $278,000 | +1.8% | 9,556 | 0.0% | 0.02% | +23.1% |
| Q4 2019 | $273,000 | 0.0% | 9,556 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $273,000 | +1.1% | 9,556 | +100.0% | 0.01% | 0.0% |
| Q2 2019 | $270,000 | +1.5% | 4,778 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $266,000 | +3.5% | 4,778 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $257,000 | -1.2% | 4,778 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $260,000 | -1.9% | 4,778 | 0.0% | 0.02% | -15.8% |
| Q2 2018 | $265,000 | -0.4% | 4,778 | 0.0% | 0.02% | +5.6% |
| Q1 2018 | $266,000 | -1.1% | 4,778 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $269,000 | 0.0% | 4,778 | 0.0% | 0.02% | -14.3% |
| Q3 2017 | $269,000 | +0.4% | 4,778 | 0.0% | 0.02% | -12.5% |
| Q2 2017 | $268,000 | -1.5% | 4,778 | 0.0% | 0.02% | +4.3% |
| Q1 2017 | $272,000 | +1.5% | 4,778 | 0.0% | 0.02% | -4.2% |
| Q4 2016 | $268,000 | -3.6% | 4,778 | 0.0% | 0.02% | -4.0% |
| Q3 2016 | $278,000 | 0.0% | 4,778 | 0.0% | 0.02% | -3.8% |
| Q2 2016 | $278,000 | +1.8% | 4,778 | 0.0% | 0.03% | -3.7% |
| Q1 2016 | $273,000 | +4.6% | 4,778 | 0.0% | 0.03% | +12.5% |
| Q4 2015 | $261,000 | -1.1% | 4,778 | 0.0% | 0.02% | -14.3% |
| Q3 2015 | $264,000 | -0.8% | 4,778 | 0.0% | 0.03% | +7.7% |
| Q2 2015 | $266,000 | -1.8% | 4,778 | 0.0% | 0.03% | -3.7% |
| Q1 2015 | $271,000 | +1.5% | 4,778 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $267,000 | +0.4% | 4,778 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $266,000 | -2.9% | 4,778 | 0.0% | 0.03% | -12.9% |
| Q2 2014 | $274,000 | +3.0% | 4,778 | 0.0% | 0.03% | -11.4% |
| Q1 2014 | $266,000 | +2.3% | 4,778 | 0.0% | 0.04% | -2.8% |
| Q4 2013 | $260,000 | -1.9% | 4,778 | 0.0% | 0.04% | -25.0% |
| Q2 2013 | $265,000 | – | 4,778 | – | 0.05% | – |
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% |