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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,446,074 | -7.1% | 178,989 | -3.4% | 0.01% | -12.5% |
| Q2 2023 | $4,786,469 | -52.8% | 185,235 | -51.2% | 0.01% | -52.9% |
| Q1 2023 | $10,133,713 | +5.0% | 379,967 | +1.5% | 0.02% | 0.0% |
| Q4 2022 | $9,647,295 | +7.2% | 374,507 | +5.5% | 0.02% | 0.0% |
| Q3 2022 | $9,002,000 | -7.4% | 354,984 | +0.5% | 0.02% | -5.6% |
| Q2 2022 | $9,720,000 | +29.7% | 353,180 | +42.6% | 0.02% | +50.0% |
| Q1 2022 | $7,495,000 | +34.3% | 247,694 | +39.8% | 0.01% | +33.3% |
| Q4 2021 | $5,581,000 | +70.9% | 177,153 | +68.7% | 0.01% | +80.0% |
| Q3 2021 | $3,265,000 | +16.0% | 104,981 | +16.1% | 0.01% | 0.0% |
| Q2 2021 | $2,815,000 | +4.0% | 90,397 | +2.0% | 0.01% | 0.0% |
| Q1 2021 | $2,708,000 | +50.8% | 88,632 | +53.8% | 0.01% | +66.7% |
| Q4 2020 | $1,796,000 | +22.1% | 57,629 | +20.9% | 0.00% | 0.0% |
| Q3 2020 | $1,471,000 | +15.6% | 47,654 | +12.8% | 0.00% | 0.0% |
| Q2 2020 | $1,273,000 | +27.7% | 42,240 | +23.1% | 0.00% | 0.0% |
| Q1 2020 | $997,000 | +108.1% | 34,312 | +104.5% | 0.00% | +200.0% |
| Q4 2019 | $479,000 | – | 16,779 | – | 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% |