SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 111 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,610,000 | +6.7% | 84,544 | +4.2% | 0.09% | -2.2% |
| Q2 2020 | $2,446,000 | -2.7% | 81,139 | -6.3% | 0.09% | -16.7% |
| Q1 2020 | $2,514,000 | +3.2% | 86,585 | +1.7% | 0.11% | +31.7% |
| Q4 2019 | $2,435,000 | +6.8% | 85,140 | +6.7% | 0.08% | +1.2% |
| Q3 2019 | $2,280,000 | +5.1% | 79,773 | +108.0% | 0.08% | +8.0% |
| Q2 2019 | $2,170,000 | +6.7% | 38,346 | +5.0% | 0.08% | +7.1% |
| Q1 2019 | $2,033,000 | +6.3% | 36,530 | +3.2% | 0.07% | -7.9% |
| Q4 2018 | $1,913,000 | +11.7% | 35,386 | +12.5% | 0.08% | +28.8% |
| Q3 2018 | $1,712,000 | +13.5% | 31,462 | +15.6% | 0.06% | +3.5% |
| Q2 2018 | $1,508,000 | +8.0% | 27,206 | +8.3% | 0.06% | +5.6% |
| Q1 2018 | $1,396,000 | +5.8% | 25,113 | +6.9% | 0.05% | +3.8% |
| Q4 2017 | $1,319,000 | +34.6% | 23,496 | +34.9% | 0.05% | +23.8% |
| Q3 2017 | $980,000 | +17.5% | 17,420 | +17.0% | 0.04% | +13.5% |
| Q2 2017 | $834,000 | +128.5% | 14,886 | +129.3% | 0.04% | +105.6% |
| Q4 2016 | $365,000 | -70.8% | 6,492 | -70.3% | 0.02% | -74.3% |
| Q1 2016 | $1,251,000 | +4.4% | 21,838 | -0.3% | 0.07% | +12.9% |
| Q4 2015 | $1,198,000 | -6.0% | 21,906 | -5.2% | 0.06% | -11.4% |
| Q3 2015 | $1,275,000 | +214.8% | 23,111 | +215.9% | 0.07% | +288.9% |
| Q2 2015 | $405,000 | +53.4% | 7,316 | +58.6% | 0.02% | +5.9% |
| Q1 2015 | $264,000 | +6.9% | 4,612 | +3.9% | 0.02% | -5.6% |
| Q4 2014 | $247,000 | 0.0% | 4,437 | -0.1% | 0.02% | -10.0% |
| Q3 2014 | $247,000 | -12.4% | 4,441 | -10.4% | 0.02% | -4.8% |
| Q2 2014 | $282,000 | +38.9% | 4,956 | +34.8% | 0.02% | +40.0% |
| Q1 2014 | $203,000 | -2.4% | 3,676 | -4.3% | 0.02% | -11.8% |
| Q4 2013 | $208,000 | -3.3% | 3,842 | -1.1% | 0.02% | +30.8% |
| Q3 2013 | $215,000 | -1.8% | 3,883 | -1.6% | 0.01% | -23.5% |
| Q2 2013 | $219,000 | – | 3,948 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |