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 | $4,439,978 | -5.5% | 178,743 | -1.7% | 0.03% | -3.6% |
| Q2 2023 | $4,699,070 | +5.9% | 181,853 | +9.3% | 0.03% | -3.4% |
| Q1 2023 | $4,435,660 | +107.3% | 166,316 | +100.2% | 0.03% | +93.3% |
| Q4 2022 | $2,139,762 | -64.2% | 83,065 | -64.7% | 0.02% | -68.1% |
| Q3 2022 | $5,970,000 | +78.0% | 235,411 | +93.2% | 0.05% | +74.1% |
| Q2 2022 | $3,354,000 | -21.7% | 121,866 | -13.9% | 0.03% | -6.9% |
| Q1 2022 | $4,283,000 | -53.6% | 141,548 | -51.6% | 0.03% | -54.7% |
| Q4 2021 | $9,221,000 | +109.3% | 292,728 | +106.7% | 0.06% | +77.8% |
| Q3 2021 | $4,405,000 | +513.5% | 141,641 | +514.4% | 0.04% | +500.0% |
| Q2 2021 | $718,000 | +8.8% | 23,054 | +6.7% | 0.01% | -14.3% |
| Q1 2021 | $660,000 | -9.0% | 21,604 | -7.1% | 0.01% | -12.5% |
| Q4 2020 | $725,000 | +15.1% | 23,267 | +14.0% | 0.01% | -11.1% |
| Q3 2020 | $630,000 | +15.0% | 20,401 | +12.3% | 0.01% | +12.5% |
| Q2 2020 | $548,000 | +2.4% | 18,166 | -1.5% | 0.01% | -33.3% |
| Q1 2020 | $535,000 | +12.6% | 18,439 | +10.8% | 0.01% | +20.0% |
| Q4 2019 | $475,000 | +124.1% | 16,642 | +124.2% | 0.01% | +66.7% |
| Q3 2019 | $212,000 | -28.6% | 7,424 | +41.7% | 0.01% | -33.3% |
| Q2 2019 | $297,000 | -3.6% | 5,240 | -5.4% | 0.01% | -57.1% |
| Q1 2019 | $308,000 | -53.8% | 5,539 | -55.2% | 0.02% | -81.6% |
| Q4 2018 | $667,000 | +12.3% | 12,372 | +13.4% | 0.11% | +245.5% |
| Q3 2018 | $594,000 | +69.7% | 10,910 | +73.3% | 0.03% | +37.5% |
| Q2 2018 | $350,000 | +25.4% | 6,296 | +26.8% | 0.02% | -27.3% |
| Q2 2017 | $279,000 | – | 4,966 | – | 0.03% | – |
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% |