SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 133 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,242,573 | -20.6% | 210,599 | -17.6% | 0.00% | 0.0% |
Q2 2023 | $6,605,018 | -3.0% | 255,612 | +0.1% | 0.00% | 0.0% |
Q1 2023 | $6,806,059 | -59.7% | 255,258 | -61.0% | 0.00% | -66.7% |
Q4 2022 | $16,877,000 | -35.3% | 655,104 | -36.1% | 0.01% | -40.0% |
Q3 2022 | $26,086,000 | -13.2% | 1,024,685 | -6.2% | 0.01% | 0.0% |
Q2 2022 | $30,039,000 | -43.6% | 1,092,834 | -38.1% | 0.01% | -37.5% |
Q1 2022 | $53,285,000 | +7.6% | 1,765,324 | +12.3% | 0.02% | +14.3% |
Q4 2021 | $49,520,000 | +1.4% | 1,572,038 | +0.1% | 0.01% | -12.5% |
Q3 2021 | $48,828,000 | +248.9% | 1,570,149 | +249.3% | 0.02% | +300.0% |
Q2 2021 | $13,994,000 | +11.0% | 449,572 | +8.6% | 0.00% | 0.0% |
Q1 2021 | $12,610,000 | +332.1% | 413,865 | +334.9% | 0.00% | +300.0% |
Q4 2020 | $2,918,000 | +10.2% | 95,160 | +11.0% | 0.00% | 0.0% |
Q3 2020 | $2,647,000 | +217.8% | 85,741 | +210.1% | 0.00% | – |
Q2 2020 | $833,000 | -80.2% | 27,648 | -80.9% | 0.00% | -100.0% |
Q1 2020 | $4,208,000 | +503.7% | 144,946 | +493.3% | 0.00% | – |
Q4 2019 | $697,000 | +0.4% | 24,430 | +0.3% | 0.00% | – |
Q3 2019 | $694,000 | -39.8% | 24,349 | +21.4% | 0.00% | -100.0% |
Q2 2019 | $1,152,000 | -42.3% | 20,058 | -44.1% | 0.00% | 0.0% |
Q1 2019 | $1,997,000 | +78.6% | 35,861 | +72.8% | 0.00% | 0.0% |
Q4 2018 | $1,118,000 | -21.1% | 20,749 | -20.3% | 0.00% | – |
Q3 2018 | $1,417,000 | +8.9% | 26,024 | +11.1% | 0.00% | -100.0% |
Q2 2018 | $1,301,000 | +11.8% | 23,426 | +12.2% | 0.00% | 0.0% |
Q1 2018 | $1,164,000 | +63.9% | 20,876 | +65.4% | 0.00% | – |
Q4 2017 | $710,000 | +5.5% | 12,622 | +5.8% | 0.00% | – |
Q3 2017 | $673,000 | +6.5% | 11,933 | +11.1% | 0.00% | – |
Q2 2017 | $632,000 | -28.4% | 10,743 | -30.7% | 0.00% | – |
Q1 2017 | $883,000 | +13.2% | 15,502 | +11.7% | 0.00% | – |
Q4 2016 | $780,000 | +32.2% | 13,873 | +36.8% | 0.00% | – |
Q3 2016 | $590,000 | +10.7% | 10,138 | +10.7% | 0.00% | – |
Q2 2016 | $533,000 | +5.1% | 9,159 | +3.3% | 0.00% | – |
Q1 2016 | $507,000 | -58.3% | 8,867 | -60.1% | 0.00% | -100.0% |
Q4 2015 | $1,215,000 | +142.5% | 22,232 | +145.1% | 0.00% | – |
Q3 2015 | $501,000 | -2.1% | 9,071 | -1.3% | 0.00% | – |
Q2 2015 | $512,000 | +41.4% | 9,195 | +43.8% | 0.00% | – |
Q1 2015 | $362,000 | +70.0% | 6,393 | +68.0% | 0.00% | – |
Q4 2014 | $213,000 | -7.0% | 3,805 | -7.5% | 0.00% | – |
Q3 2014 | $229,000 | -8.8% | 4,113 | -5.8% | 0.00% | – |
Q2 2014 | $251,000 | +3.3% | 4,368 | 0.0% | 0.00% | – |
Q1 2014 | $243,000 | -14.1% | 4,368 | -16.1% | 0.00% | – |
Q4 2013 | $283,000 | +16.5% | 5,208 | +19.5% | 0.00% | – |
Q3 2013 | $243,000 | +131.4% | 4,358 | +131.6% | 0.00% | – |
Q2 2013 | $105,000 | – | 1,882 | – | 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% |