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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $259,000 | +12.1% | 8,571 | +15.6% | 0.01% | 0.0% |
| Q4 2020 | $231,000 | +11.6% | 7,416 | +10.7% | 0.01% | 0.0% |
| Q3 2020 | $207,000 | -9.2% | 6,699 | +64.0% | 0.01% | -38.5% |
| Q1 2019 | $228,000 | +3.6% | 4,086 | 0.0% | 0.01% | -18.8% |
| Q4 2018 | $220,000 | -1.3% | 4,086 | 0.0% | 0.02% | +23.1% |
| Q3 2018 | $223,000 | -1.8% | 4,086 | 0.0% | 0.01% | -13.3% |
| Q2 2018 | $227,000 | -0.4% | 4,086 | 0.0% | 0.02% | -11.8% |
| Q1 2018 | $228,000 | -0.9% | 4,086 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $230,000 | – | 4,086 | – | 0.02% | – |
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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% |