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 ↓ |
|---|---|---|---|
| LINCOLN NATIONAL CORP | 3,178,324 | $182,246,000 | 18.85% |
| Fort Point Capital Partners LLC | 38,358 | $2,200,000 | 1.95% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,878 | $4,001,000 | 1.19% |
| Pure Financial Advisors, LLC | 48,664 | $2,791,000 | 1.03% |
| BEACON TRUST CO | 80,558 | $4,621,000 | 0.76% |
| ASSETMARK, INC | 237,399 | $13,617,000 | 0.29% |
| Efficient Advisors, LLC | 20,391 | $1,170,000 | 0.27% |
| Lattice Strategies LLC | 7,405 | $425,000 | 0.22% |
| TIAA CREF TRUST CO FSB/MO | 230,025 | $13,194,000 | 0.19% |
| Beacon Capital Management, Inc. | 14,094 | $808,000 | 0.15% |