SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 55 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,664,000 | -7.6% | 151,092 | -9.8% | 1.73% | -7.6% |
| Q2 2020 | $5,046,000 | -8.4% | 167,423 | -11.8% | 1.87% | -9.3% |
| Q1 2020 | $5,511,000 | -30.8% | 189,762 | +34.9% | 2.06% | +68.5% |
| Q2 2019 | $7,962,000 | +9378.6% | 140,689 | +9273.0% | 1.22% | +9315.4% |
| Q1 2019 | $84,000 | -93.7% | 1,501 | -93.6% | 0.01% | -93.6% |
| Q3 2017 | $1,324,000 | +6.4% | 23,479 | +6.0% | 0.20% | -23.9% |
| Q2 2017 | $1,244,000 | +12.1% | 22,147 | +13.7% | 0.27% | -28.3% |
| Q1 2017 | $1,110,000 | +15.6% | 19,483 | +14.0% | 0.37% | -6.3% |
| Q4 2016 | $960,000 | -3.3% | 17,083 | 0.0% | 0.40% | -14.0% |
| Q3 2016 | $993,000 | +4.0% | 17,083 | +4.1% | 0.46% | +5.2% |
| Q2 2016 | $955,000 | +25.3% | 16,417 | +23.3% | 0.44% | +24.9% |
| Q1 2016 | $762,000 | -25.2% | 13,320 | -28.6% | 0.35% | -13.5% |
| Q4 2015 | $1,019,000 | -5.0% | 18,648 | -4.0% | 0.41% | -1.2% |
| Q3 2015 | $1,073,000 | -7.2% | 19,422 | -6.4% | 0.41% | +17.0% |
| Q2 2015 | $1,156,000 | +32.1% | 20,754 | +34.5% | 0.35% | +256.6% |
| Q1 2015 | $875,000 | +355.7% | 15,426 | +348.7% | 0.10% | +43.5% |
| Q4 2014 | $192,000 | – | 3,438 | – | 0.07% | – |
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% |