SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $31,000 | -42.6% | 998 | -46.0% | 0.02% | -99.6% |
| Q1 2020 | $54,000 | +1.9% | 1,847 | 0.0% | 5.63% | +42.6% |
| Q4 2019 | $53,000 | 0.0% | 1,847 | +0.5% | 3.95% | -1.3% |
| Q3 2019 | $53,000 | 0.0% | 1,837 | +96.9% | 4.00% | -0.8% |
| Q2 2019 | $53,000 | -11.7% | 933 | -12.0% | 4.03% | -10.4% |
| Q1 2019 | $60,000 | +3.4% | 1,060 | -0.1% | 4.50% | -7.9% |
| Q4 2018 | $58,000 | -30.1% | 1,061 | -30.0% | 4.89% | -0.8% |
| Q3 2018 | $83,000 | -17.0% | 1,515 | -15.2% | 4.92% | -59.2% |
| Q2 2018 | $100,000 | -4.8% | 1,787 | -4.4% | 12.06% | -4.9% |
| Q1 2018 | $105,000 | – | 1,870 | – | 12.68% | – |
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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% |