SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 131 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $633,000 | +1.0% | 20,321 | 0.0% | 0.37% | -11.6% |
| Q3 2020 | $627,000 | +2.5% | 20,321 | 0.0% | 0.42% | -2.3% |
| Q2 2020 | $612,000 | +1.3% | 20,321 | -2.2% | 0.43% | -19.2% |
| Q1 2020 | $604,000 | -3.5% | 20,782 | -5.2% | 0.54% | +27.0% |
| Q4 2019 | $626,000 | +0.2% | 21,928 | 0.0% | 0.42% | -8.5% |
| Q3 2019 | $625,000 | +0.8% | 21,928 | +100.0% | 0.46% | +1.1% |
| Q2 2019 | $620,000 | +1.6% | 10,964 | 0.0% | 0.46% | -2.1% |
| Q1 2019 | $610,000 | -24.0% | 10,964 | -26.4% | 0.47% | -39.8% |
| Q4 2018 | $803,000 | – | 14,903 | – | 0.77% | – |
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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% |