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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $261,000 | -46.2% | 8,375 | -46.7% | 0.14% | -47.7% |
| Q3 2020 | $485,000 | -14.6% | 15,710 | -16.6% | 0.28% | -41.7% |
| Q2 2020 | $568,000 | -6.3% | 18,840 | -9.8% | 0.48% | -23.9% |
| Q1 2020 | $606,000 | +1.2% | 20,884 | -0.4% | 0.62% | +50.4% |
| Q4 2019 | $599,000 | -7.4% | 20,964 | -7.6% | 0.42% | -16.7% |
| Q3 2019 | $647,000 | -8.7% | 22,691 | +81.1% | 0.50% | +20.0% |
| Q2 2019 | $709,000 | +21.0% | 12,530 | +19.1% | 0.42% | +9.5% |
| Q1 2019 | $586,000 | -0.2% | 10,517 | -3.3% | 0.38% | -23.7% |
| Q4 2018 | $587,000 | +1.0% | 10,880 | +0.9% | 0.50% | -12.3% |
| Q3 2018 | $581,000 | -10.2% | 10,778 | -7.5% | 0.57% | -23.3% |
| Q2 2018 | $647,000 | -4.3% | 11,652 | -4.0% | 0.74% | -10.6% |
| Q1 2018 | $676,000 | +17.2% | 12,132 | +18.2% | 0.83% | +13.3% |
| Q4 2017 | $577,000 | -11.0% | 10,262 | -10.7% | 0.73% | +30.1% |
| Q3 2017 | $648,000 | -4.8% | 11,493 | -5.2% | 0.56% | -39.0% |
| Q2 2017 | $681,000 | +5.9% | 12,118 | +7.0% | 0.92% | -13.4% |
| Q1 2017 | $643,000 | +36.5% | 11,328 | +122.5% | 1.06% | +25.6% |
| Q4 2016 | $471,000 | +100.4% | 5,091 | +26.1% | 0.84% | +185.5% |
| Q3 2016 | $235,000 | +7.8% | 4,036 | +6.0% | 0.30% | +17.9% |
| Q1 2016 | $218,000 | -22.7% | 3,809 | -26.1% | 0.25% | -20.1% |
| Q4 2015 | $282,000 | -3.1% | 5,155 | -2.3% | 0.31% | -36.3% |
| Q3 2015 | $291,000 | +1.7% | 5,276 | +2.7% | 0.49% | +35.4% |
| Q2 2015 | $286,000 | -41.8% | 5,137 | -40.7% | 0.36% | -35.0% |
| Q1 2015 | $491,000 | +47.9% | 8,667 | +48.9% | 0.56% | +34.6% |
| Q4 2014 | $332,000 | – | 5,819 | – | 0.42% | – |
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% |