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 | $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 ↓ |
|---|---|---|---|
| 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% |