SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $548,000 | +0.7% | 17,390 | -0.5% | 0.06% | -4.9% |
| Q3 2021 | $544,000 | +15.7% | 17,483 | +15.7% | 0.06% | +17.3% |
| Q2 2021 | $470,000 | -3.5% | 15,109 | -5.3% | 0.05% | -28.8% |
| Q1 2021 | $487,000 | -2.6% | 15,950 | -0.6% | 0.07% | -18.0% |
| Q4 2020 | $500,000 | +1.8% | 16,047 | +1.1% | 0.09% | -13.6% |
| Q3 2020 | $491,000 | +4.0% | 15,875 | +3.7% | 0.10% | +2.0% |
| Q2 2020 | $472,000 | +11.6% | 15,312 | +7.3% | 0.10% | -9.8% |
| Q1 2020 | $423,000 | -0.9% | 14,266 | -3.1% | 0.11% | +12.0% |
| Q4 2019 | $427,000 | – | 14,717 | – | 0.10% | – |
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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% |