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 | $42,774 | -9.2% | 1,722 | -5.6% | 0.00% | – |
| Q2 2023 | $47,132 | +31.9% | 1,824 | +36.1% | 0.00% | – |
| Q1 2023 | $35,738 | -42.1% | 1,340 | -44.1% | 0.00% | – |
| Q4 2022 | $61,695 | -0.5% | 2,395 | -2.0% | 0.00% | – |
| Q3 2022 | $62,000 | -42.6% | 2,445 | -37.8% | 0.00% | – |
| Q2 2022 | $108,000 | -56.1% | 3,930 | -51.6% | 0.00% | -100.0% |
| Q1 2022 | $246,000 | +7.4% | 8,126 | +12.0% | 0.00% | 0.0% |
| Q4 2021 | $229,000 | +83.2% | 7,258 | +81.1% | 0.00% | – |
| Q3 2021 | $125,000 | 0.0% | 4,008 | -0.0% | 0.00% | – |
| Q2 2021 | $125,000 | +5.0% | 4,009 | +2.7% | 0.00% | – |
| Q1 2021 | $119,000 | -2.5% | 3,904 | +0.0% | 0.00% | – |
| Q4 2020 | $122,000 | +1.7% | 3,903 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $120,000 | +21.2% | 3,903 | +18.8% | 0.00% | – |
| Q2 2020 | $99,000 | -2.0% | 3,286 | -5.8% | 0.00% | -100.0% |
| Q1 2020 | $101,000 | +1.0% | 3,487 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $100,000 | -46.8% | 3,487 | +6.1% | 0.00% | 0.0% |
| Q3 2019 | $188,000 | +95.8% | 3,286 | +94.4% | 0.00% | 0.0% |
| Q2 2019 | $96,000 | +5.5% | 1,690 | +2.9% | 0.00% | 0.0% |
| Q1 2019 | $91,000 | +2.2% | 1,643 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $89,000 | +102.3% | 1,643 | +105.4% | 0.00% | – |
| Q3 2018 | $44,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2018 | $44,000 | -2.2% | 800 | 0.0% | 0.00% | – |
| Q1 2018 | $45,000 | – | 800 | – | 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% |