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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $88,144 | +3.5% | 3,305 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $85,137 | -27.8% | 3,305 | -22.8% | 0.01% | -37.5% |
| Q2 2022 | $118,000 | -52.6% | 4,282 | -47.9% | 0.01% | -46.7% |
| Q1 2022 | $249,000 | -45.6% | 8,221 | -43.5% | 0.02% | -48.3% |
| Q4 2021 | $458,000 | +17.4% | 14,541 | +15.9% | 0.03% | +7.4% |
| Q3 2021 | $390,000 | +60.5% | 12,548 | +61.0% | 0.03% | +58.8% |
| Q2 2021 | $243,000 | +120.9% | 7,794 | +116.8% | 0.02% | +88.9% |
| Q1 2021 | $110,000 | -31.7% | 3,595 | +21.9% | 0.01% | -64.0% |
| Q3 2018 | $161,000 | – | 2,950 | – | 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% |