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 | $211,000 | -23.8% | 7,364 | -24.7% | 0.18% | -26.0% |
| Q3 2019 | $277,000 | +1.1% | 9,786 | +102.1% | 0.25% | +2.1% |
| Q2 2019 | $274,000 | -41.9% | 4,843 | -42.4% | 0.24% | -11.1% |
| Q1 2019 | $472,000 | +143.3% | 8,414 | +134.2% | 0.27% | +108.5% |
| Q4 2018 | $194,000 | +12.1% | 3,593 | +11.2% | 0.13% | +52.9% |
| Q3 2018 | $173,000 | +106.0% | 3,231 | +111.6% | 0.08% | +102.4% |
| Q2 2018 | $84,000 | +211.1% | 1,527 | +228.4% | 0.04% | +200.0% |
| Q1 2018 | $27,000 | +145.5% | 465 | +144.7% | 0.01% | +133.3% |
| Q4 2017 | $11,000 | – | 190 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 420,127 | $12,835,000 | 7.97% |
| UBP Investment Advisors SA | 523,206 | $15,980,000 | 6.53% |
| LINCOLN NATIONAL CORP | 7,561,811 | $231,013,000 | 5.70% |
| Prentice Wealth Management LLC | 328,415 | $10,033,000 | 5.59% |
| Willow Creek Wealth Management Inc. | 491,055 | $15,002,000 | 5.51% |
| Pure Financial Advisors, LLC | 1,362,607 | $41,628,000 | 4.14% |
| Blueprint Investment Partners LLC | 162,575 | $4,967,000 | 3.87% |
| STRINGER ASSET MANAGEMENT, LLC | 114,180 | $3,488,000 | 3.65% |
| Tempus Wealth Planning, LLC | 102,340 | $3,126,000 | 3.31% |
| Deane Retirement Strategies, Inc. | 197,682 | $6,032,000 | 3.25% |