SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,157 | -6.5% | 21,182 | -2.7% | 0.15% | -8.9% |
| Q2 2023 | $562,492 | -9.3% | 21,768 | -6.4% | 0.17% | -18.0% |
| Q1 2023 | $620,070 | -8.0% | 23,250 | -11.1% | 0.21% | -14.5% |
| Q4 2022 | $674,036 | -9.0% | 26,166 | -10.5% | 0.24% | -15.7% |
| Q3 2022 | $741,000 | -13.3% | 29,226 | -5.9% | 0.29% | -10.6% |
| Q2 2022 | $855,000 | +210.9% | 31,051 | +242.2% | 0.32% | +255.6% |
| Q1 2022 | $275,000 | 0.0% | 9,074 | +4.0% | 0.09% | 0.0% |
| Q4 2021 | $275,000 | – | 8,722 | – | 0.09% | – |
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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% |