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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -92.3% | 228 | -92.3% | 0.00% | -95.0% |
| Q1 2021 | $91,000 | -42.4% | 2,968 | -41.6% | 0.02% | -48.7% |
| Q4 2020 | $158,000 | +0.6% | 5,080 | 0.0% | 0.04% | -13.3% |
| Q3 2020 | $157,000 | +1.9% | 5,080 | 0.0% | 0.04% | -8.2% |
| Q2 2020 | $154,000 | -36.6% | 5,080 | -39.3% | 0.05% | -62.9% |
| Q1 2020 | $243,000 | -8.3% | 8,366 | -9.8% | 0.13% | +5.6% |
| Q4 2019 | $265,000 | -8.9% | 9,280 | -9.1% | 0.12% | -15.0% |
| Q3 2019 | $291,000 | -1.4% | 10,204 | +95.9% | 0.15% | -1.3% |
| Q2 2019 | $295,000 | +1.7% | 5,209 | 0.0% | 0.15% | +3.5% |
| Q1 2019 | $290,000 | +7.4% | 5,209 | +4.0% | 0.14% | +3.6% |
| Q4 2018 | $270,000 | +7.6% | 5,009 | +8.7% | 0.14% | +98.6% |
| Q3 2018 | $251,000 | -17.2% | 4,609 | -15.5% | 0.07% | -21.3% |
| Q2 2018 | $303,000 | -99.9% | 5,455 | -3.2% | 0.09% | -47.6% |
| Q1 2018 | $314,152,000 | +107119.1% | 5,634 | +8.2% | 0.17% | +3.7% |
| Q4 2017 | $293,000 | -17.9% | 5,207 | -17.7% | 0.16% | -26.1% |
| Q3 2017 | $357,000 | -34.7% | 6,329 | -34.9% | 0.22% | -38.2% |
| Q2 2017 | $547,000 | -1.8% | 9,729 | -0.5% | 0.36% | -8.2% |
| Q1 2017 | $557,000 | +3.1% | 9,780 | +1.7% | 0.39% | -9.7% |
| Q4 2016 | $540,000 | – | 9,614 | – | 0.43% | – |
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% |