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 2021 | $90,000 | -45.1% | 2,908 | -44.8% | 0.04% | -45.7% |
| Q2 2021 | $164,000 | -42.5% | 5,268 | -43.5% | 0.07% | -46.6% |
| Q1 2021 | $285,000 | -29.5% | 9,317 | -28.2% | 0.13% | -28.4% |
| Q4 2020 | $404,000 | -35.8% | 12,973 | -36.3% | 0.18% | -41.5% |
| Q3 2020 | $629,000 | -29.7% | 20,362 | -31.4% | 0.31% | -34.4% |
| Q2 2020 | $895,000 | -4.4% | 29,693 | -7.8% | 0.48% | -16.0% |
| Q1 2020 | $936,000 | -8.1% | 32,220 | -9.7% | 0.57% | +3.3% |
| Q4 2019 | $1,018,000 | -3.6% | 35,665 | -3.7% | 0.55% | -12.8% |
| Q3 2019 | $1,056,000 | -28.3% | 37,018 | +42.2% | 0.63% | -30.9% |
| Q2 2019 | $1,473,000 | +2.7% | 26,034 | +1.1% | 0.91% | -6.6% |
| Q1 2019 | $1,434,000 | +3.3% | 25,749 | -0.1% | 0.98% | -11.5% |
| Q4 2018 | $1,388,000 | – | 25,764 | – | 1.10% | – |
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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% |