SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,501 | -65.7% | 14,956 | -64.3% | 0.00% | -66.7% |
| Q2 2023 | $1,081,933 | -31.5% | 41,870 | -29.3% | 0.01% | -36.8% |
| Q1 2023 | $1,579,421 | -9.6% | 59,221 | -12.7% | 0.02% | -17.4% |
| Q4 2022 | $1,746,888 | -27.5% | 67,814 | -28.6% | 0.02% | -37.8% |
| Q3 2022 | $2,409,000 | -21.7% | 94,995 | -15.0% | 0.04% | -19.6% |
| Q2 2022 | $3,075,000 | -17.3% | 111,746 | -9.2% | 0.05% | -9.8% |
| Q1 2022 | $3,720,000 | +149.2% | 123,030 | +159.5% | 0.05% | +131.8% |
| Q4 2021 | $1,493,000 | +42.6% | 47,403 | +41.1% | 0.02% | +29.4% |
| Q3 2021 | $1,047,000 | +116.3% | 33,602 | +116.2% | 0.02% | +88.9% |
| Q2 2021 | $484,000 | +82.6% | 15,541 | +81.2% | 0.01% | +125.0% |
| Q3 2020 | $265,000 | – | 8,575 | – | 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% |