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 | $103,128 | -69.3% | 4,152 | -50.0% | 0.01% | -28.6% |
Q2 2023 | $336,076 | +46.9% | 8,306 | +100.0% | 0.01% | -30.0% |
Q1 2023 | $228,771 | +59631.3% | 4,153 | -40.0% | 0.01% | 0.0% |
Q4 2022 | $383 | -100.0% | 6,924 | -80.8% | 0.01% | -80.8% |
Q3 2022 | $1,984,000 | +0.2% | 36,007 | +0.2% | 0.05% | -16.1% |
Q2 2022 | $1,981,000 | -68.2% | 35,952 | -68.1% | 0.06% | -20.5% |
Q1 2022 | $6,223,000 | +150.9% | 112,761 | +43.5% | 0.08% | +62.5% |
Q4 2021 | $2,480,000 | +142.4% | 78,580 | +139.3% | 0.05% | +140.0% |
Q3 2021 | $1,023,000 | +15.9% | 32,832 | +15.7% | 0.02% | +11.1% |
Q2 2021 | $883,000 | +7258.3% | 28,380 | +6977.3% | 0.02% | – |
Q1 2021 | $12,000 | -61.3% | 401 | -59.5% | 0.00% | -100.0% |
Q4 2020 | $31,000 | -93.2% | 990 | -93.3% | 0.00% | -96.3% |
Q3 2020 | $456,000 | +53.0% | 14,678 | +46.3% | 0.03% | +12.5% |
Q2 2020 | $298,000 | +35.5% | 10,030 | +33.1% | 0.02% | +9.1% |
Q1 2020 | $220,000 | -75.1% | 7,534 | -75.7% | 0.02% | -67.2% |
Q4 2019 | $885,000 | -1.2% | 31,064 | -1.4% | 0.07% | +11.7% |
Q3 2019 | $896,000 | +32.0% | 31,498 | +149.7% | 0.06% | +46.3% |
Q4 2018 | $679,000 | -0.7% | 12,612 | +0.4% | 0.04% | +46.4% |
Q3 2018 | $684,000 | +172.5% | 12,565 | +178.5% | 0.03% | +154.5% |
Q2 2018 | $251,000 | +21.3% | 4,512 | +22.8% | 0.01% | +22.2% |
Q1 2018 | $207,000 | 0.0% | 3,674 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $207,000 | +639.3% | 3,674 | +639.2% | 0.01% | +800.0% |
Q3 2017 | $28,000 | -28.2% | 497 | -28.3% | 0.00% | -50.0% |
Q2 2017 | $39,000 | +56.0% | 693 | +55.7% | 0.00% | +100.0% |
Q1 2017 | $25,000 | +25.0% | 445 | +24.0% | 0.00% | 0.0% |
Q4 2016 | $20,000 | -65.5% | 359 | -64.1% | 0.00% | -66.7% |
Q3 2016 | $58,000 | 0.0% | 1,000 | -0.2% | 0.00% | 0.0% |
Q2 2016 | $58,000 | +7.4% | 1,002 | +2.1% | 0.00% | -25.0% |
Q4 2015 | $54,000 | – | 981 | – | 0.00% | – |
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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% |