SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,400 | -12.6% | 10,000 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $284,240 | -70.2% | 11,000 | -69.2% | 0.00% | -80.0% |
| Q1 2023 | $952,630 | +450.4% | 35,719 | +431.6% | 0.01% | +400.0% |
| Q4 2022 | $173,081 | +1.8% | 6,719 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $170,000 | -96.2% | 6,719 | -95.9% | 0.00% | -96.4% |
| Q2 2022 | $4,533,000 | +58.2% | 164,719 | +73.9% | 0.03% | +75.0% |
| Q1 2022 | $2,866,000 | +17.1% | 94,719 | +21.9% | 0.02% | +33.3% |
| Q4 2021 | $2,448,000 | +2323.8% | 77,719 | +4217.7% | 0.01% | +500.0% |
| Q4 2016 | $101,000 | -54.3% | 1,800 | -52.6% | 0.00% | -50.0% |
| Q3 2016 | $221,000 | 0.0% | 3,800 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $221,000 | -22.7% | 3,800 | -24.0% | 0.00% | -20.0% |
| Q1 2016 | $286,000 | +4.8% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $273,000 | -17.5% | 5,000 | -16.7% | 0.01% | -28.6% |
| Q3 2015 | $331,000 | -0.9% | 6,000 | 0.0% | 0.01% | +16.7% |
| Q2 2015 | $334,000 | +19.7% | 6,000 | +20.0% | 0.01% | +20.0% |
| Q3 2013 | $279,000 | -49.3% | 5,000 | -49.5% | 0.01% | -54.5% |
| Q2 2013 | $550,000 | – | 9,900 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEGG MASON, INC. | 1,787 | $100,000 | 12.06% |
| UBP Investment Advisors SA | 171,568 | $9,460,000 | 11.15% |
| Financial Enhancement Group LLC | 470,151 | $26,107,000 | 8.99% |
| LINCOLN NATIONAL CORP | 3,808,577 | $211,490,000 | 7.74% |
| Willow Creek Wealth Management Inc. | 126,070 | $7,001,000 | 3.94% |
| Larson Financial Group LLC | 49,706 | $2,760,000 | 3.18% |
| Focused Wealth Management, Inc | 155,050 | $8,610,000 | 2.98% |
| Advisory Alpha, LLC | 202,684 | $11,127,000 | 2.79% |
| Quantitative Advantage, LLC | 127,684 | $7,090,000 | 2.06% |
| Merriman Wealth Management, LLC | 144,122 | $8,003,000 | 1.83% |