SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 102 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,053,000 | +9.5% | 36,880 | +9.3% | 0.01% | 0.0% |
| Q3 2019 | $962,000 | +10.2% | 33,747 | +119.1% | 0.01% | 0.0% |
| Q2 2019 | $873,000 | +69.8% | 15,406 | +66.8% | 0.01% | +75.0% |
| Q1 2019 | $514,000 | -10.0% | 9,238 | -12.9% | 0.00% | -33.3% |
| Q4 2018 | $571,000 | +123.9% | 10,605 | +126.3% | 0.01% | +100.0% |
| Q3 2018 | $255,000 | +62.4% | 4,686 | +65.3% | 0.00% | +50.0% |
| Q2 2018 | $157,000 | -8.2% | 2,834 | -7.3% | 0.00% | 0.0% |
| Q1 2018 | $171,000 | -7.1% | 3,058 | -6.4% | 0.00% | 0.0% |
| Q4 2017 | $184,000 | -25.2% | 3,267 | -25.2% | 0.00% | -50.0% |
| Q3 2017 | $246,000 | +10.8% | 4,370 | +10.7% | 0.00% | 0.0% |
| Q2 2017 | $222,000 | -6.3% | 3,947 | -4.8% | 0.00% | -20.0% |
| Q1 2017 | $237,000 | +12.3% | 4,147 | +10.7% | 0.01% | 0.0% |
| Q4 2016 | $211,000 | +99.1% | 3,745 | +105.1% | 0.01% | +66.7% |
| Q3 2016 | $106,000 | -20.9% | 1,826 | -22.2% | 0.00% | -25.0% |
| Q2 2016 | $134,000 | – | 2,346 | – | 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% |