SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 117 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $441,000 | -38.5% | 17,406 | -33.2% | 0.05% | -37.0% |
Q2 2022 | $717,000 | -11.7% | 26,055 | -2.9% | 0.08% | +3.8% |
Q1 2022 | $812,000 | -27.4% | 26,820 | -24.4% | 0.08% | -26.4% |
Q4 2021 | $1,118,000 | +65.1% | 35,490 | +63.3% | 0.11% | +45.2% |
Q3 2021 | $677,000 | 0.0% | 21,728 | 0.0% | 0.07% | 0.0% |
Q2 2021 | $677,000 | +7.3% | 21,728 | +5.1% | 0.07% | +1.4% |
Q1 2021 | $631,000 | -22.9% | 20,665 | -21.3% | 0.07% | -28.7% |
Q4 2020 | $818,000 | +378.4% | 26,250 | +372.6% | 0.10% | +339.1% |
Q3 2020 | $171,000 | +32.6% | 5,554 | +29.0% | 0.02% | +21.1% |
Q2 2020 | $129,000 | +460.9% | 4,304 | +435.3% | 0.02% | +280.0% |
Q1 2020 | $23,000 | -37.8% | 804 | -38.3% | 0.01% | -16.7% |
Q4 2019 | $37,000 | +68.2% | 1,304 | +62.2% | 0.01% | +50.0% |
Q3 2019 | $22,000 | 0.0% | 804 | +100.0% | 0.00% | -20.0% |
Q2 2019 | $22,000 | 0.0% | 402 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $22,000 | +4.8% | 402 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $21,000 | -4.5% | 402 | 0.0% | 0.01% | +25.0% |
Q3 2018 | $22,000 | 0.0% | 402 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $22,000 | – | 402 | – | 0.00% | – |
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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% |