SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 160 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,447 | +22.4% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -75.0% | 95 | -68.9% | 0.00% | -100.0% |
| Q2 2022 | $8,000 | -11.1% | 305 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | +50.0% | 301 | +46.1% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -25.0% | 206 | -24.5% | 0.00% | -100.0% |
| Q1 2021 | $8,000 | -11.1% | 273 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 273 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | – | 273 | – | 0.00% | – |
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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% |