SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 128 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,018 | -87.3% | 41 | -84.8% | 0.00% | – |
| Q1 2022 | $8,000 | -11.1% | 270 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $9,000 | +12.5% | 270 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | -99.1% | 270 | -99.0% | 0.00% | -98.6% |
| Q3 2020 | $868,000 | -31.4% | 28,130 | -33.0% | 0.07% | -27.5% |
| Q2 2020 | $1,265,000 | +2.6% | 41,955 | -1.2% | 0.10% | -10.5% |
| Q1 2020 | $1,233,000 | +1.3% | 42,475 | -0.3% | 0.11% | +10.7% |
| Q4 2019 | $1,217,000 | -1.4% | 42,612 | -1.5% | 0.10% | -8.8% |
| Q3 2019 | $1,234,000 | +3.9% | 43,258 | +106.1% | 0.11% | -13.7% |
| Q2 2019 | $1,188,000 | +3.4% | 20,987 | +1.7% | 0.13% | -6.4% |
| Q1 2019 | $1,149,000 | -24.7% | 20,634 | -27.1% | 0.14% | -33.6% |
| Q4 2018 | $1,526,000 | +0.3% | 28,318 | +1.4% | 0.21% | +10.5% |
| Q3 2018 | $1,521,000 | -30.3% | 27,918 | -29.0% | 0.19% | -35.3% |
| Q2 2018 | $2,182,000 | +39.1% | 39,299 | +39.7% | 0.30% | +35.9% |
| Q1 2018 | $1,569,000 | +15590.0% | 28,141 | +16453.5% | 0.22% | +10750.0% |
| Q4 2017 | $10,000 | – | 170 | – | 0.00% | – |
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% |