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 | $12,972,814 | +2.9% | 522,255 | +7.0% | 1.93% | +8.2% |
| Q2 2023 | $12,608,034 | -2.6% | 487,927 | +0.5% | 1.79% | -10.6% |
| Q1 2023 | $12,950,845 | +104935.2% | 485,596 | +1.5% | 2.00% | -2.4% |
| Q4 2022 | $12,330 | -99.9% | 478,636 | -8.3% | 2.05% | -20.3% |
| Q3 2022 | $13,231,000 | -0.7% | 521,725 | +7.7% | 2.57% | +3.9% |
| Q2 2022 | $13,325,000 | -14.6% | 484,211 | -6.1% | 2.47% | -21.1% |
| Q1 2022 | $15,596,000 | -4.8% | 515,403 | -0.9% | 3.14% | -7.5% |
| Q4 2021 | $16,388,000 | +1.0% | 520,247 | -0.3% | 3.39% | -5.8% |
| Q3 2021 | $16,232,000 | +2.9% | 521,935 | +3.1% | 3.60% | -4.4% |
| Q2 2021 | $15,767,000 | +5.1% | 506,334 | +3.1% | 3.76% | -31.7% |
| Q1 2021 | $15,002,000 | +3.2% | 491,055 | +5.3% | 5.51% | +0.7% |
| Q4 2020 | $14,540,000 | +4.9% | 466,463 | +3.8% | 5.48% | -4.3% |
| Q3 2020 | $13,867,000 | +0.7% | 449,205 | -1.7% | 5.72% | -7.5% |
| Q2 2020 | $13,776,000 | +5.9% | 457,066 | +2.1% | 6.18% | -5.5% |
| Q1 2020 | $13,005,000 | -2.8% | 447,836 | -4.4% | 6.55% | +7.2% |
| Q4 2019 | $13,381,000 | +4.1% | 468,683 | +4.0% | 6.11% | +2.5% |
| Q3 2019 | $12,856,000 | +8.0% | 450,754 | +114.4% | 5.96% | +4.5% |
| Q2 2019 | $11,899,000 | +15.8% | 210,271 | +13.9% | 5.70% | +10.0% |
| Q1 2019 | $10,276,000 | +10.7% | 184,546 | +7.1% | 5.18% | +5.0% |
| Q4 2018 | $9,284,000 | +32.5% | 172,278 | +34.0% | 4.94% | +26.3% |
| Q3 2018 | $7,005,000 | +0.1% | 128,607 | +2.0% | 3.91% | -0.8% |
| Q2 2018 | $7,001,000 | +4.3% | 126,070 | +4.7% | 3.94% | +9.6% |
| Q1 2018 | $6,712,000 | +25.2% | 120,376 | +26.4% | 3.59% | +1.7% |
| Q4 2017 | $5,359,000 | – | 95,267 | – | 3.54% | – |
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% |