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 | $1,010,983 | +8.1% | 40,700 | +12.5% | 0.01% | +12.5% |
| Q2 2023 | $934,881 | -10.3% | 36,180 | -7.4% | 0.01% | -11.1% |
| Q1 2023 | $1,041,779 | -32.4% | 39,062 | -34.7% | 0.01% | -35.7% |
| Q4 2022 | $1,540,179 | -55.5% | 59,790 | -56.2% | 0.01% | -79.7% |
| Q3 2022 | $3,458,000 | -50.8% | 136,371 | -46.6% | 0.07% | -38.4% |
| Q2 2022 | $7,023,000 | +39.6% | 255,191 | +53.5% | 0.11% | +55.6% |
| Q1 2022 | $5,031,000 | +3.0% | 166,247 | +7.2% | 0.07% | +2.9% |
| Q4 2021 | $4,884,000 | +21.3% | 155,053 | +19.8% | 0.07% | +9.4% |
| Q3 2021 | $4,027,000 | +11.0% | 129,474 | +11.1% | 0.06% | +10.3% |
| Q2 2021 | $3,629,000 | +7.3% | 116,541 | +5.3% | 0.06% | -13.4% |
| Q1 2021 | $3,381,000 | +16.5% | 110,665 | +18.8% | 0.07% | +17.5% |
| Q4 2020 | $2,903,000 | – | 93,147 | – | 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% |