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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $11,000 | -8.3% | 382 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 382 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -33.3% | 400 | -33.3% | 0.00% | -40.0% |
| Q1 2021 | $18,000 | -5.3% | 600 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $19,000 | 0.0% | 600 | 0.0% | 0.01% | +50.0% |
| Q3 2020 | $19,000 | +5.6% | 600 | 0.0% | 0.00% | -42.9% |
| Q2 2020 | $18,000 | +5.9% | 600 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $17,000 | 0.0% | 600 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $17,000 | -32.0% | 600 | -30.2% | 0.01% | -22.2% |
| Q3 2019 | $25,000 | +4.2% | 860 | +100.0% | 0.01% | -10.0% |
| Q2 2019 | $24,000 | 0.0% | 430 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +4.3% | 430 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $23,000 | – | 430 | – | 0.01% | – |
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% |