SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 160 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $240,263 | -44.3% | 9,009 | -46.2% | 0.14% | -46.7% |
| Q4 2022 | $431,190 | -1.3% | 16,739 | -2.9% | 0.27% | -15.3% |
| Q3 2022 | $437,000 | -8.4% | 17,240 | -0.5% | 0.32% | -4.5% |
| Q2 2022 | $477,000 | +6.5% | 17,332 | +17.1% | 0.34% | +23.5% |
| Q1 2022 | $448,000 | +7.2% | 14,801 | +11.7% | 0.27% | +8.4% |
| Q4 2021 | $418,000 | +4.5% | 13,254 | +3.0% | 0.25% | -3.5% |
| Q3 2021 | $400,000 | +4.2% | 12,864 | +4.3% | 0.26% | +4.4% |
| Q2 2021 | $384,000 | -6.6% | 12,329 | -8.5% | 0.25% | -9.8% |
| Q1 2021 | $411,000 | +9.3% | 13,470 | +11.5% | 0.28% | -2.1% |
| Q4 2020 | $376,000 | +25.3% | 12,078 | +24.4% | 0.28% | +5.2% |
| Q3 2020 | $300,000 | +7.5% | 9,707 | +4.8% | 0.27% | -8.2% |
| Q2 2020 | $279,000 | -13.1% | 9,259 | -16.4% | 0.29% | -31.9% |
| Q1 2020 | $321,000 | -10.6% | 11,080 | -12.1% | 0.43% | +42.1% |
| Q4 2019 | $359,000 | – | 12,599 | – | 0.30% | – |
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% |