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 2022 | $13,620,000 | -61.1% | 537,012 | -57.8% | 7.01% | +0.1% |
| Q2 2022 | $35,040,000 | +172.7% | 1,273,472 | +662.4% | 7.00% | +46.6% |
| Q1 2022 | $12,850,000 | -31.3% | 167,040 | -71.9% | 4.78% | -29.8% |
| Q4 2021 | $18,700,000 | +12.1% | 593,609 | +10.7% | 6.81% | +5.3% |
| Q3 2021 | $16,680,000 | +3.3% | 536,386 | +3.5% | 6.47% | +8.5% |
| Q2 2021 | $16,140,000 | +1.0% | 518,298 | -0.9% | 5.96% | -8.6% |
| Q1 2021 | $15,980,000 | +1.0% | 523,206 | +3.0% | 6.53% | -19.9% |
| Q4 2020 | $15,826,000 | +48.8% | 507,725 | +47.4% | 8.15% | -0.6% |
| Q3 2020 | $10,633,000 | -1.2% | 344,438 | -3.5% | 8.20% | -4.2% |
| Q2 2020 | $10,757,000 | +5.6% | 356,912 | +1.8% | 8.56% | -7.1% |
| Q1 2020 | $10,186,000 | -2.0% | 350,744 | -3.8% | 9.21% | +13.1% |
| Q4 2019 | $10,398,000 | -0.0% | 364,590 | -0.0% | 8.14% | -3.6% |
| Q3 2019 | $10,402,000 | +16.1% | 364,743 | +130.5% | 8.45% | +4.5% |
| Q2 2019 | $8,956,000 | -4.7% | 158,270 | -6.3% | 8.09% | -8.2% |
| Q1 2019 | $9,401,000 | -0.9% | 168,836 | -4.1% | 8.81% | -12.2% |
| Q4 2018 | $9,484,000 | +10.3% | 175,980 | +11.5% | 10.04% | +22.2% |
| Q3 2018 | $8,597,000 | -9.1% | 157,824 | -8.0% | 8.21% | -26.3% |
| Q2 2018 | $9,460,000 | +0.5% | 171,568 | +1.6% | 11.15% | +9.8% |
| Q1 2018 | $9,412,000 | +21.6% | 168,787 | +22.6% | 10.16% | +11.0% |
| Q4 2017 | $7,743,000 | – | 137,652 | – | 9.15% | – |
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% |