SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 134 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $797,000 | -18.0% | 26,458 | -21.0% | 0.23% | -62.7% |
| Q1 2020 | $972,000 | +6.0% | 33,478 | +4.2% | 0.62% | +242.5% |
| Q4 2019 | $917,000 | +4.3% | 32,128 | +4.3% | 0.18% | -18.5% |
| Q3 2019 | $879,000 | -59.2% | 30,806 | -19.1% | 0.22% | +44.2% |
| Q2 2019 | $2,156,000 | +33.2% | 38,095 | +31.0% | 0.15% | -11.0% |
| Q1 2019 | $1,619,000 | – | 29,070 | – | 0.17% | – |
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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% |