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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,465 | -39.2% | 220 | -36.8% | 0.00% | – |
| Q2 2023 | $8,992 | -72.8% | 348 | -71.9% | 0.00% | -100.0% |
| Q1 2023 | $33,071 | +1.9% | 1,240 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $32,458 | +4.7% | 1,260 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -8.8% | 1,207 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -22.7% | 1,219 | -15.8% | 0.00% | 0.0% |
| Q1 2022 | $44,000 | -4.3% | 1,448 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | +2.2% | 1,448 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -4.3% | 1,448 | -4.5% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +27.0% | 1,516 | +24.4% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | -22.9% | 1,219 | -21.2% | 0.00% | -50.0% |
| Q4 2020 | $48,000 | 0.0% | 1,547 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +54.8% | 1,547 | +51.7% | 0.00% | +100.0% |
| Q2 2020 | $31,000 | +3.3% | 1,020 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $30,000 | +3.4% | 1,020 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $29,000 | 0.0% | 1,020 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | 0.0% | 1,020 | +100.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | +3.6% | 510 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $28,000 | +3.7% | 510 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $27,000 | -3.6% | 510 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $28,000 | 0.0% | 510 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $28,000 | 0.0% | 510 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $28,000 | -26.3% | 510 | -24.7% | 0.00% | 0.0% |
| Q4 2017 | $38,000 | -50.0% | 677 | -49.7% | 0.00% | -60.0% |
| Q2 2017 | $76,000 | -3.8% | 1,345 | -2.7% | 0.01% | -16.7% |
| Q1 2017 | $79,000 | +6.8% | 1,383 | +5.6% | 0.01% | 0.0% |
| Q4 2016 | $74,000 | -2.6% | 1,310 | -0.2% | 0.01% | -14.3% |
| Q3 2016 | $76,000 | +7.0% | 1,313 | +7.0% | 0.01% | -12.5% |
| Q2 2016 | $71,000 | -15.5% | 1,227 | -16.5% | 0.01% | -20.0% |
| Q1 2016 | $84,000 | -9.7% | 1,470 | -13.5% | 0.01% | -16.7% |
| Q4 2015 | $93,000 | -42.6% | 1,700 | -42.0% | 0.01% | -47.8% |
| Q3 2015 | $162,000 | -6.9% | 2,932 | -5.8% | 0.02% | -4.2% |
| Q2 2015 | $174,000 | -4.9% | 3,114 | -3.3% | 0.02% | -11.1% |
| Q1 2015 | $183,000 | -3.2% | 3,221 | -4.7% | 0.03% | -12.9% |
| Q4 2014 | $189,000 | -9.6% | 3,379 | -9.8% | 0.03% | -18.4% |
| Q3 2014 | $209,000 | -14.7% | 3,747 | -12.1% | 0.04% | -20.8% |
| Q2 2014 | $245,000 | -15.2% | 4,264 | -18.0% | 0.05% | -28.4% |
| Q1 2014 | $289,000 | -20.2% | 5,198 | -21.9% | 0.07% | -30.2% |
| Q4 2013 | $362,000 | -36.3% | 6,653 | -34.6% | 0.10% | -46.4% |
| Q3 2013 | $568,000 | -37.9% | 10,179 | -38.2% | 0.18% | -47.8% |
| Q2 2013 | $914,000 | – | 16,462 | – | 0.34% | – |
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% |