SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,484,068 | -14.5% | 99,941 | -2.7% | 0.10% | -11.5% |
| Q2 2023 | $2,906,108 | -7.6% | 102,724 | -8.8% | 0.11% | -34.7% |
| Q1 2023 | $3,145,251 | -1.5% | 112,666 | -1.9% | 0.17% | +9.5% |
| Q4 2022 | $3,192,155 | -2.7% | 114,827 | +4.1% | 0.16% | -8.1% |
| Q3 2022 | $3,282,000 | -2.1% | 110,328 | -5.2% | 0.17% | -1.1% |
| Q2 2022 | $3,351,000 | -2.9% | 116,374 | -2.5% | 0.17% | +4.8% |
| Q1 2022 | $3,450,000 | -0.9% | 119,308 | +2.0% | 0.17% | +1.8% |
| Q4 2021 | $3,482,000 | -1.9% | 116,950 | +2.5% | 0.16% | -8.4% |
| Q3 2021 | $3,548,000 | +12.6% | 114,074 | +12.8% | 0.18% | +6.6% |
| Q2 2021 | $3,150,000 | +18.7% | 101,161 | +16.5% | 0.17% | +2.5% |
| Q1 2021 | $2,653,000 | +12.0% | 86,830 | +14.3% | 0.16% | -4.7% |
| Q4 2020 | $2,368,000 | +2.2% | 75,957 | +1.5% | 0.17% | -19.0% |
| Q3 2020 | $2,317,000 | +15.7% | 74,823 | +12.6% | 0.21% | -1.4% |
| Q2 2020 | $2,002,000 | +11.9% | 66,428 | +7.8% | 0.21% | -11.9% |
| Q1 2020 | $1,789,000 | +8.3% | 61,597 | +6.5% | 0.24% | +19.7% |
| Q4 2019 | $1,652,000 | +3.7% | 57,848 | +3.5% | 0.20% | -10.6% |
| Q3 2019 | $1,593,000 | +7.1% | 55,871 | +112.4% | 0.23% | -2.2% |
| Q2 2019 | $1,488,000 | +3.8% | 26,301 | +2.1% | 0.23% | -8.7% |
| Q1 2019 | $1,434,000 | +12.4% | 25,755 | +8.7% | 0.25% | -6.6% |
| Q4 2018 | $1,276,000 | +11.3% | 23,702 | +12.6% | 0.27% | +14.8% |
| Q3 2018 | $1,146,000 | +9.9% | 21,041 | +12.0% | 0.24% | -11.6% |
| Q2 2018 | $1,043,000 | +2.9% | 18,786 | +3.3% | 0.27% | -54.7% |
| Q1 2018 | $1,014,000 | – | 18,178 | – | 0.59% | – |
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% |