SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $430,546 | -17.3% | 16,662 | -14.6% | 0.02% | -23.8% |
| Q1 2023 | $520,386 | -4.8% | 19,512 | -8.0% | 0.02% | -12.5% |
| Q4 2022 | $546,406 | -8.5% | 21,211 | -9.9% | 0.02% | -22.6% |
| Q3 2022 | $597,000 | -11.6% | 23,551 | -3.9% | 0.03% | -31.1% |
| Q2 2022 | $675,000 | +67.5% | 24,519 | +84.3% | 0.04% | +95.7% |
| Q1 2022 | $403,000 | – | 13,302 | – | 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% |