SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,999 | 0.0% | 9,636 | 0.0% | 0.06% | +5.6% |
| Q2 2023 | $248,999 | -4.5% | 9,636 | -1.4% | 0.05% | -14.3% |
| Q1 2023 | $260,754 | -0.3% | 9,777 | -3.8% | 0.06% | -1.6% |
| Q4 2022 | $261,668 | -49.1% | 10,158 | -49.8% | 0.06% | -52.6% |
| Q3 2022 | $514,000 | -21.4% | 20,255 | -13.9% | 0.14% | -15.6% |
| Q2 2022 | $654,000 | -39.6% | 23,535 | -34.2% | 0.16% | -25.9% |
| Q1 2022 | $1,083,000 | +5.1% | 35,773 | +9.5% | 0.22% | -4.8% |
| Q4 2021 | $1,030,000 | +1.0% | 32,683 | -0.4% | 0.23% | -5.4% |
| Q3 2021 | $1,020,000 | +0.6% | 32,799 | +0.7% | 0.24% | 0.0% |
| Q2 2021 | $1,014,000 | +11.4% | 32,556 | +9.2% | 0.24% | +0.4% |
| Q1 2021 | $910,000 | +1.1% | 29,800 | +3.2% | 0.24% | -6.3% |
| Q4 2020 | $900,000 | +16.3% | 28,868 | +15.2% | 0.26% | -1.5% |
| Q3 2020 | $774,000 | +175.4% | 25,068 | +169.3% | 0.26% | +181.5% |
| Q2 2020 | $281,000 | +9266.7% | 9,310 | +8363.6% | 0.09% | +9100.0% |
| Q4 2019 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 110 | +100.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | – | 55 | – | 0.00% | – |
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% |