SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124 | -3.9% | 5 | 0.0% | 0.00% | – |
| Q2 2023 | $129 | -3.0% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $133 | -98.3% | 5 | -98.3% | 0.00% | -100.0% |
| Q4 2022 | $7,728 | -3.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -99.9% | 300 | -99.9% | 0.00% | -99.9% |
| Q2 2022 | $7,193,000 | -7.4% | 261,361 | +1.8% | 0.92% | +11.8% |
| Q1 2022 | $7,770,000 | -4.4% | 256,787 | -0.4% | 0.82% | -4.3% |
| Q4 2021 | $8,125,000 | +26109.7% | 257,925 | +25564.2% | 0.86% | +21425.0% |
| Q4 2020 | $31,000 | -67.7% | 1,005 | -67.7% | 0.00% | -73.3% |
| Q3 2020 | $96,000 | +2.1% | 3,115 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $94,000 | -99.6% | 3,115 | -99.6% | 0.02% | -99.7% |
| Q1 2020 | $25,398,000 | +634850.0% | 874,575 | +1093118.8% | 4.70% | +470100.0% |
| Q4 2016 | $4,000 | -20.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | -88.4% | 80 | -89.3% | 0.00% | -90.0% |
| Q2 2016 | $43,000 | -98.0% | 745 | -98.0% | 0.01% | -98.4% |
| Q1 2016 | $2,143,000 | – | 37,455 | – | 0.61% | – |
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% |