SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $849 | -13.2% | 32,868 | -10.3% | 0.07% | -5.1% |
| Q1 2023 | $978 | +2.6% | 36,658 | -0.9% | 0.08% | -13.3% |
| Q4 2022 | $953 | -99.9% | 36,994 | +0.6% | 0.09% | -1.1% |
| Q3 2022 | $932,000 | -6.1% | 36,758 | +1.9% | 0.09% | -7.1% |
| Q2 2022 | $993,000 | -5.3% | 36,088 | +4.1% | 0.10% | +18.1% |
| Q1 2022 | $1,049,000 | -1.2% | 34,669 | +2.8% | 0.08% | +3.8% |
| Q4 2021 | $1,062,000 | +6.3% | 33,723 | +5.0% | 0.08% | -4.8% |
| Q3 2021 | $999,000 | +143.7% | 32,108 | +143.8% | 0.08% | +140.0% |
| Q2 2021 | $410,000 | +276.1% | 13,170 | +277.6% | 0.04% | +218.2% |
| Q4 2020 | $109,000 | -99.4% | 3,488 | +250.9% | 0.01% | -89.5% |
| Q1 2019 | $17,856,000 | +15161.5% | 994 | +49600.0% | 0.10% | +400.0% |
| Q3 2018 | $117,000 | -63.4% | 2 | -100.0% | 0.02% | -52.3% |
| Q2 2018 | $320,000 | +156.0% | 5,761 | +156.6% | 0.04% | +51.7% |
| Q1 2018 | $125,000 | – | 2,245 | – | 0.03% | – |
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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% |