SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,788 | -45.2% | 7,770 | -43.5% | 0.00% | -50.0% |
| Q1 2023 | $366,510 | -85.9% | 13,742 | -86.1% | 0.00% | -87.9% |
| Q4 2022 | $2,591,534 | -33.0% | 98,537 | -35.1% | 0.03% | -40.0% |
| Q3 2022 | $3,870,000 | -10.7% | 151,943 | -3.9% | 0.06% | -8.3% |
| Q2 2022 | $4,333,000 | -59.8% | 158,064 | -56.2% | 0.06% | -58.6% |
| Q1 2022 | $10,788,000 | -1.5% | 361,044 | +0.8% | 0.14% | -7.6% |
| Q4 2021 | $10,954,000 | +1.3% | 358,192 | +4.5% | 0.16% | -1.3% |
| Q3 2021 | $10,818,000 | +62.5% | 342,762 | +61.7% | 0.16% | +48.6% |
| Q2 2021 | $6,657,000 | +148.1% | 212,006 | +140.6% | 0.11% | +118.4% |
| Q1 2021 | $2,683,000 | +30.4% | 88,127 | +32.8% | 0.05% | +6.5% |
| Q4 2020 | $2,057,000 | +8.7% | 66,341 | +7.8% | 0.05% | -8.0% |
| Q3 2020 | $1,892,000 | +14.3% | 61,530 | +13.7% | 0.05% | +6.4% |
| Q2 2020 | $1,655,000 | +18.0% | 54,101 | +16.0% | 0.05% | -6.0% |
| Q1 2020 | $1,402,000 | -9.9% | 46,657 | -14.4% | 0.05% | -9.1% |
| Q4 2019 | $1,556,000 | +10.6% | 54,487 | +10.0% | 0.06% | -3.5% |
| Q3 2019 | $1,407,000 | +15.8% | 49,542 | +129.6% | 0.06% | +5.6% |
| Q2 2019 | $1,215,000 | +54.0% | 21,578 | +51.7% | 0.05% | +20.0% |
| Q1 2019 | $789,000 | +59.1% | 14,223 | +54.7% | 0.04% | +45.2% |
| Q4 2018 | $496,000 | +40.9% | 9,191 | +40.2% | 0.03% | +47.6% |
| Q3 2018 | $352,000 | +27.1% | 6,557 | +31.4% | 0.02% | +23.5% |
| Q2 2018 | $277,000 | – | 4,992 | – | 0.02% | – |
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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% |