SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,251 | -3.9% | 775 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,026 | -42.6% | 775 | -40.8% | 0.01% | -44.4% |
| Q1 2023 | $34,911 | +3.5% | 1,309 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $33,720 | +2.2% | 1,309 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $33,000 | -8.3% | 1,309 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $36,000 | -25.0% | 1,309 | -18.1% | 0.01% | -21.4% |
| Q1 2022 | $48,000 | -4.0% | 1,599 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $50,000 | 0.0% | 1,599 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $50,000 | 0.0% | 1,599 | -0.6% | 0.02% | 0.0% |
| Q2 2021 | $50,000 | +22.0% | 1,609 | +20.1% | 0.02% | +13.3% |
| Q1 2021 | $41,000 | +20.6% | 1,340 | +24.7% | 0.02% | +15.4% |
| Q4 2020 | $34,000 | +61.9% | 1,075 | +55.1% | 0.01% | +30.0% |
| Q3 2020 | $21,000 | – | 693 | – | 0.01% | – |
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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% |