SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 180 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,694,212 | -3.0% | 68,205 | +0.9% | 0.00% | – |
| Q2 2023 | $1,746,112 | -26.1% | 67,574 | -23.7% | 0.00% | -100.0% |
| Q1 2023 | $2,363,229 | -8.5% | 88,610 | -11.7% | 0.00% | 0.0% |
| Q4 2022 | $2,584,063 | -58.3% | 100,313 | -59.0% | 0.00% | 0.0% |
| Q3 2022 | $6,199,000 | -80.1% | 244,456 | -78.4% | 0.00% | -85.7% |
| Q2 2022 | $31,110,000 | +198.0% | 1,130,446 | +227.7% | 0.01% | +250.0% |
| Q1 2022 | $10,439,000 | +87.8% | 344,992 | +95.5% | 0.00% | +100.0% |
| Q4 2021 | $5,558,000 | +33.3% | 176,444 | +31.6% | 0.00% | 0.0% |
| Q3 2021 | $4,169,000 | -0.1% | 134,049 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,174,000 | -12.3% | 134,049 | -14.0% | 0.00% | 0.0% |
| Q1 2021 | $4,762,000 | -5.0% | 155,867 | -3.0% | 0.00% | 0.0% |
| Q4 2020 | $5,011,000 | +322.9% | 160,755 | +318.7% | 0.00% | – |
| Q3 2020 | $1,185,000 | +51.5% | 38,393 | +47.9% | 0.00% | – |
| Q2 2020 | $782,000 | +22.8% | 25,962 | +18.4% | 0.00% | – |
| Q1 2020 | $637,000 | -45.6% | 21,923 | -46.6% | 0.00% | – |
| Q4 2019 | $1,172,000 | -48.8% | 41,046 | -48.8% | 0.00% | -100.0% |
| Q3 2019 | $2,289,000 | +14.5% | 80,246 | +127.2% | 0.00% | 0.0% |
| Q2 2019 | $1,999,000 | +219.8% | 35,323 | +214.7% | 0.00% | – |
| Q1 2019 | $625,000 | +2.1% | 11,223 | -0.0% | 0.00% | – |
| Q3 2018 | $612,000 | -1.8% | 11,227 | +0.0% | 0.00% | – |
| Q2 2018 | $623,000 | -3.1% | 11,223 | -1.8% | 0.00% | – |
| Q4 2017 | $643,000 | -28.6% | 11,426 | -28.5% | 0.00% | – |
| Q3 2017 | $901,000 | +0.3% | 15,981 | 0.0% | 0.00% | – |
| Q2 2017 | $898,000 | +23.7% | 15,981 | +22.8% | 0.00% | – |
| Q3 2014 | $726,000 | -15.2% | 13,014 | -12.8% | 0.00% | – |
| Q2 2014 | $856,000 | +3.0% | 14,922 | -0.2% | 0.00% | – |
| Q1 2014 | $831,000 | +39.7% | 14,946 | +39.5% | 0.00% | – |
| Q2 2013 | $595,000 | – | 10,711 | – | 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% |