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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,177,000 | +0.2% | 37,362 | -1.1% | 0.08% | -16.3% |
| Q3 2021 | $1,175,000 | +0.3% | 37,781 | +0.5% | 0.09% | -2.1% |
| Q2 2021 | $1,171,000 | +25.8% | 37,595 | +23.4% | 0.09% | +13.3% |
| Q1 2021 | $931,000 | +4.1% | 30,458 | +6.2% | 0.08% | -3.5% |
| Q4 2020 | $894,000 | +17.5% | 28,672 | +16.3% | 0.09% | +4.9% |
| Q3 2020 | $761,000 | +81.2% | 24,646 | +76.8% | 0.08% | +67.3% |
| Q2 2020 | $420,000 | -15.3% | 13,940 | -18.4% | 0.05% | -23.4% |
| Q1 2020 | $496,000 | +168.1% | 17,078 | +163.6% | 0.06% | +236.8% |
| Q4 2019 | $185,000 | -21.6% | 6,479 | -21.6% | 0.02% | -26.9% |
| Q3 2019 | $236,000 | -11.3% | 8,268 | +75.7% | 0.03% | -7.1% |
| Q2 2019 | $266,000 | +4333.3% | 4,706 | +4606.0% | 0.03% | +1300.0% |
| Q1 2019 | $6,000 | -97.8% | 100 | -98.0% | 0.00% | -96.5% |
| Q4 2018 | $276,000 | +463.3% | 5,121 | +469.0% | 0.06% | +147.8% |
| Q3 2018 | $49,000 | -33.8% | 900 | -31.1% | 0.02% | +9.5% |
| Q3 2017 | $74,000 | -99.9% | 1,307 | 0.0% | 0.02% | +16.7% |
| Q2 2017 | $73,000,000 | -1.4% | 1,307 | 0.0% | 0.02% | -14.3% |
| Q1 2017 | $74,000,000 | -35.1% | 1,307 | -35.7% | 0.02% | +5.0% |
| Q4 2016 | $114,000,000 | +96510.2% | 2,033 | 0.0% | 0.02% | -4.8% |
| Q3 2016 | $118,000 | +55.3% | 2,033 | +55.5% | 0.02% | -12.5% |
| Q2 2016 | $76,000 | +2.7% | 1,307 | 0.0% | 0.02% | -7.7% |
| Q1 2016 | $74,000 | +4.2% | 1,307 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $71,000 | -44.1% | 1,307 | -43.3% | 0.03% | -42.2% |
| Q3 2015 | $127,000 | -0.8% | 2,307 | 0.0% | 0.04% | +2.3% |
| Q2 2015 | $128,000 | -1.5% | 2,307 | 0.0% | 0.04% | +4.8% |
| Q1 2015 | $130,000 | +664.7% | 2,307 | +651.5% | 0.04% | +600.0% |
| Q4 2014 | $17,000 | -74.6% | 307 | -74.4% | 0.01% | -53.8% |
| Q3 2014 | $67,000 | – | 1,199 | – | 0.01% | – |
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% |