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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199 | -3.9% | 8 | 0.0% | 0.00% | – |
| Q2 2023 | $207 | -2.8% | 8 | 0.0% | 0.00% | – |
| Q1 2023 | $213 | +3.4% | 8 | 0.0% | 0.00% | – |
| Q4 2022 | $206 | – | 8 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 8 | +100.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 4 | -99.5% | 0.00% | -100.0% |
| Q1 2019 | $45,000 | -66.4% | 806 | -67.6% | 0.01% | -69.6% |
| Q4 2018 | $134,000 | -98.4% | 2,488 | -98.4% | 0.05% | -98.4% |
| Q3 2018 | $8,347,000 | -3.1% | 153,237 | -1.2% | 2.84% | -4.8% |
| Q2 2018 | $8,610,000 | +5.4% | 155,050 | +5.8% | 2.98% | +14.3% |
| Q1 2018 | $8,171,000 | +10.7% | 146,543 | +11.6% | 2.61% | +10.3% |
| Q4 2017 | $7,383,000 | – | 131,254 | – | 2.37% | – |
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% |