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 | $930,371 | +462771.1% | 37,449 | +398.1% | 0.00% | +100.0% |
| Q1 2023 | $201 | -69.6% | 7,518 | -70.7% | 0.00% | -50.0% |
| Q4 2022 | $661 | -99.8% | 25,688 | +116.5% | 0.00% | +100.0% |
| Q3 2022 | $301,000 | -18.2% | 11,867 | -11.1% | 0.00% | -50.0% |
| Q2 2022 | $368,000 | -19.1% | 13,352 | -11.1% | 0.00% | 0.0% |
| Q1 2022 | $455,000 | -7.3% | 15,018 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $491,000 | – | 15,598 | – | 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% |