SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $848,000 | +0.5% | 26,907 | -0.8% | 0.07% | -1.4% |
| Q3 2021 | $844,000 | -18.5% | 27,128 | -18.5% | 0.07% | -46.6% |
| Q2 2021 | $1,036,000 | +15.4% | 33,295 | +13.1% | 0.13% | -6.4% |
| Q1 2021 | $898,000 | +14.7% | 29,426 | +17.0% | 0.14% | +11.1% |
| Q4 2020 | $783,000 | +248.0% | 25,153 | +244.7% | 0.13% | +85.3% |
| Q3 2020 | $225,000 | -16.0% | 7,298 | -21.0% | 0.07% | -64.0% |
| Q1 2020 | $268,000 | -4.3% | 9,239 | -6.0% | 0.19% | +200.0% |
| Q3 2019 | $280,000 | – | 9,828 | – | 0.06% | – |
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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% |