SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,144,000 | -3.3% | 36,695 | -4.3% | 0.01% | -22.2% |
| Q3 2020 | $1,183,000 | -58.8% | 38,324 | -59.8% | 0.01% | -59.1% |
| Q2 2020 | $2,871,000 | -6.9% | 95,272 | -10.3% | 0.02% | -29.0% |
| Q1 2020 | $3,085,000 | -24.1% | 106,238 | -25.4% | 0.03% | 0.0% |
| Q4 2019 | $4,065,000 | -5.8% | 142,379 | -5.9% | 0.03% | -8.8% |
| Q3 2019 | $4,313,000 | +17.7% | 151,237 | +133.6% | 0.03% | +13.3% |
| Q2 2019 | $3,663,000 | +13.6% | 64,730 | +11.8% | 0.03% | +15.4% |
| Q1 2019 | $3,224,000 | +34.9% | 57,903 | +30.5% | 0.03% | +30.0% |
| Q4 2018 | $2,390,000 | +16.6% | 44,357 | +17.9% | 0.02% | +53.8% |
| Q3 2018 | $2,050,000 | +96.2% | 37,629 | +99.9% | 0.01% | +85.7% |
| Q2 2018 | $1,045,000 | +69.6% | 18,820 | +70.3% | 0.01% | +250.0% |
| Q1 2018 | $616,000 | – | 11,049 | – | 0.00% | – |
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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% |