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 | $8,302,512 | -8.8% | 334,233 | -5.1% | 0.01% | -25.0% |
| Q2 2023 | $9,103,575 | -20.1% | 352,308 | -17.6% | 0.02% | -23.8% |
| Q1 2023 | $11,399,479 | -21.7% | 427,422 | -24.4% | 0.02% | -27.6% |
| Q4 2022 | $14,559,650 | -5.3% | 565,170 | -6.8% | 0.03% | -17.1% |
| Q3 2022 | $15,374,000 | -20.7% | 606,232 | -13.9% | 0.04% | -18.6% |
| Q2 2022 | $19,375,000 | -18.5% | 704,010 | -10.4% | 0.04% | -6.5% |
| Q1 2022 | $23,767,000 | -27.7% | 785,501 | -24.8% | 0.05% | -25.8% |
| Q4 2021 | $32,893,000 | +28.2% | 1,044,164 | +26.6% | 0.06% | +17.0% |
| Q3 2021 | $25,654,000 | +67.3% | 824,882 | +67.6% | 0.05% | +60.6% |
| Q2 2021 | $15,332,000 | +14.2% | 492,314 | +12.0% | 0.03% | +3.1% |
| Q1 2021 | $13,427,000 | +22.8% | 439,520 | +25.3% | 0.03% | +10.3% |
| Q4 2020 | $10,932,000 | -16.8% | 350,707 | -17.5% | 0.03% | -25.6% |
| Q3 2020 | $13,132,000 | +16.7% | 425,352 | +13.9% | 0.04% | +2.6% |
| Q2 2020 | $11,255,000 | +21.6% | 373,498 | +11.9% | 0.04% | 0.0% |
| Q1 2020 | $9,256,000 | – | 333,739 | – | 0.04% | – |
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% |