SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 102 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199 | -3.9% | 8 | 0.0% | 0.00% | – |
| Q2 2023 | $207 | -2.8% | 8 | 0.0% | 0.00% | – |
| Q1 2023 | $213 | +3.4% | 8 | 0.0% | 0.00% | – |
| Q4 2022 | $206 | – | 8 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 8 | +100.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 4 | -99.5% | 0.00% | -100.0% |
| Q1 2019 | $45,000 | -66.4% | 806 | -67.6% | 0.01% | -69.6% |
| Q4 2018 | $134,000 | -98.4% | 2,488 | -98.4% | 0.05% | -98.4% |
| Q3 2018 | $8,347,000 | -3.1% | 153,237 | -1.2% | 2.84% | -4.8% |
| Q2 2018 | $8,610,000 | +5.4% | 155,050 | +5.8% | 2.98% | +14.3% |
| Q1 2018 | $8,171,000 | +10.7% | 146,543 | +11.6% | 2.61% | +10.3% |
| Q4 2017 | $7,383,000 | – | 131,254 | – | 2.37% | – |
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% |