SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $797,000 | -18.0% | 26,458 | -21.0% | 0.23% | -62.7% |
| Q1 2020 | $972,000 | +6.0% | 33,478 | +4.2% | 0.62% | +242.5% |
| Q4 2019 | $917,000 | +4.3% | 32,128 | +4.3% | 0.18% | -18.5% |
| Q3 2019 | $879,000 | -59.2% | 30,806 | -19.1% | 0.22% | +44.2% |
| Q2 2019 | $2,156,000 | +33.2% | 38,095 | +31.0% | 0.15% | -11.0% |
| Q1 2019 | $1,619,000 | – | 29,070 | – | 0.17% | – |
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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% |