SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,907 | +3.5% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $2,808 | -99.1% | 109 | -99.1% | 0.00% | -100.0% |
| Q3 2022 | $302,000 | -7.1% | 11,900 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $325,000 | -31.4% | 11,819 | -24.6% | 0.01% | -21.4% |
| Q1 2022 | $474,000 | -55.5% | 15,677 | -53.6% | 0.01% | -54.8% |
| Q4 2021 | $1,065,000 | +106.8% | 33,797 | +103.8% | 0.03% | +93.8% |
| Q3 2021 | $515,000 | +32.1% | 16,582 | +32.5% | 0.02% | +33.3% |
| Q2 2021 | $390,000 | +2.6% | 12,519 | +0.6% | 0.01% | -14.3% |
| Q1 2021 | $380,000 | -17.7% | 12,444 | -16.1% | 0.01% | -26.3% |
| Q4 2020 | $462,000 | +89.3% | 14,835 | +87.5% | 0.02% | +72.7% |
| Q3 2020 | $244,000 | +9.4% | 7,912 | +6.8% | 0.01% | -8.3% |
| Q2 2020 | $223,000 | -71.6% | 7,407 | -72.6% | 0.01% | -76.5% |
| Q1 2020 | $786,000 | -6.8% | 27,078 | -8.3% | 0.05% | +15.9% |
| Q4 2019 | $843,000 | +2.4% | 29,531 | +103.1% | 0.04% | -12.0% |
| Q3 2019 | $823,000 | 0.0% | 14,541 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $823,000 | +456.1% | 14,541 | +447.7% | 0.05% | +400.0% |
| Q1 2019 | $148,000 | +1245.5% | 2,655 | +1261.5% | 0.01% | +900.0% |
| Q4 2018 | $11,000 | 0.0% | 195 | -5.3% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | – | 206 | – | 0.00% | – |
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% |