SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,334 | +3.5% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $5,152 | +3.0% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -100.0% | 200 | -50.0% | 0.00% | – |
| Q1 2021 | $12,220,000 | +203566.7% | 400 | +100.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 200 | +100.0% | 0.00% | – |
| Q2 2019 | $5,000 | -16.7% | 100 | -8.3% | 0.00% | – |
| Q3 2018 | $6,000 | -81.2% | 109 | -80.9% | 0.00% | -100.0% |
| Q2 2018 | $32,000 | +33.3% | 572 | +29.4% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | +71.4% | 442 | +68.1% | 0.00% | +100.0% |
| Q4 2017 | $14,000 | +180.0% | 263 | +163.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |