SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 180 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309 | -69.3% | 12,426 | -68.1% | 0.02% | -69.6% |
| Q2 2023 | $1,005 | -8.2% | 38,898 | -5.3% | 0.06% | -11.1% |
| Q1 2023 | $1,095 | +0.5% | 41,056 | -3.0% | 0.06% | -6.0% |
| Q4 2022 | $1,090 | -99.9% | 42,311 | -26.8% | 0.07% | -33.7% |
| Q3 2022 | $1,466,000 | +5.2% | 57,789 | +14.1% | 0.10% | +4.1% |
| Q2 2022 | $1,394,000 | -7.4% | 50,629 | +1.7% | 0.10% | +2.1% |
| Q1 2022 | $1,506,000 | -95.0% | 49,789 | -94.8% | 0.10% | -94.8% |
| Q4 2021 | $30,348,000 | +4.6% | 963,436 | +3.3% | 1.84% | -3.3% |
| Q3 2021 | $29,008,000 | +4.3% | 932,726 | +4.5% | 1.90% | +1.9% |
| Q2 2021 | $27,802,000 | +10.8% | 892,813 | +8.7% | 1.87% | +7.7% |
| Q1 2021 | $25,097,000 | +21.6% | 821,518 | +24.1% | 1.73% | -4.3% |
| Q4 2020 | $20,641,000 | +14.3% | 662,200 | +13.2% | 1.81% | +5.6% |
| Q3 2020 | $18,060,000 | +7.8% | 585,018 | +5.2% | 1.72% | -2.6% |
| Q2 2020 | $16,760,000 | +2.3% | 556,074 | -1.5% | 1.76% | -12.4% |
| Q1 2020 | $16,386,000 | -1.0% | 564,256 | -2.7% | 2.01% | +22.8% |
| Q4 2019 | $16,559,000 | +1.4% | 579,998 | +1.3% | 1.64% | -5.2% |
| Q3 2019 | $16,334,000 | +35408.7% | 572,734 | +70260.4% | 1.73% | +34420.0% |
| Q2 2019 | $46,000 | +2200.0% | 814 | +1435.8% | 0.01% | – |
| Q1 2019 | $2,000 | -100.0% | 53 | -93.6% | 0.00% | -100.0% |
| Q4 2015 | $45,288,000 | – | 829 | – | 0.01% | – |
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% |