SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 80 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,125,000 | -7.2% | 20,199 | -10.2% | 1.03% | -2.0% |
| Q4 2018 | $1,212,000 | -3.3% | 22,499 | -2.3% | 1.05% | +8.3% |
| Q3 2018 | $1,254,000 | +0.2% | 23,023 | +2.1% | 0.97% | -0.7% |
| Q2 2018 | $1,252,000 | +32.6% | 22,543 | +33.2% | 0.98% | +42.8% |
| Q1 2018 | $944,000 | +5.2% | 16,923 | +6.1% | 0.68% | +5.5% |
| Q4 2017 | $897,000 | -21.6% | 15,953 | -21.4% | 0.65% | -24.6% |
| Q3 2017 | $1,144,000 | -3.1% | 20,293 | -3.5% | 0.86% | -5.1% |
| Q2 2017 | $1,181,000 | -1.4% | 21,020 | 0.0% | 0.91% | -3.0% |
| Q1 2017 | $1,198,000 | +1.0% | 21,020 | -0.4% | 0.94% | -3.4% |
| Q4 2016 | $1,186,000 | +16.7% | 21,115 | +20.8% | 0.97% | +24.7% |
| Q3 2016 | $1,016,000 | -4.6% | 17,476 | -4.6% | 0.78% | -6.8% |
| Q2 2016 | $1,065,000 | -6.2% | 18,316 | -7.7% | 0.83% | -5.7% |
| Q1 2016 | $1,135,000 | -9.7% | 19,839 | -13.8% | 0.88% | -11.0% |
| Q4 2015 | $1,257,000 | -10.2% | 23,002 | -9.3% | 0.99% | +0.5% |
| Q3 2015 | $1,400,000 | -13.0% | 25,358 | -12.2% | 0.99% | +5.9% |
| Q2 2015 | $1,610,000 | -3.7% | 28,889 | -2.1% | 0.93% | -0.2% |
| Q1 2015 | $1,672,000 | +13.0% | 29,496 | +11.7% | 0.93% | +13.9% |
| Q4 2014 | $1,479,000 | +83.5% | 26,418 | +82.7% | 0.82% | +89.8% |
| Q3 2014 | $806,000 | +89.6% | 14,458 | +95.2% | 0.43% | +96.4% |
| Q2 2014 | $425,000 | +1.4% | 7,405 | -1.7% | 0.22% | +4.3% |
| Q1 2014 | $419,000 | -0.2% | 7,530 | -2.3% | 0.21% | -7.9% |
| Q4 2013 | $420,000 | -45.0% | 7,710 | -43.6% | 0.23% | -44.6% |
| Q3 2013 | $763,000 | -54.8% | 13,680 | -55.0% | 0.41% | -59.2% |
| Q2 2013 | $1,688,000 | – | 30,385 | – | 1.01% | – |
Download | ||||||
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% |