SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,088,181 | +7.5% | 325,611 | +11.8% | 3.71% | +7.7% |
| Q2 2023 | $7,527,150 | +15.8% | 291,298 | +19.6% | 3.44% | +1.1% |
| Q1 2023 | $6,498,042 | +19.3% | 243,646 | +15.2% | 3.40% | +4.4% |
| Q4 2022 | $5,446,698 | -3.2% | 211,440 | -2.8% | 3.26% | -23.3% |
| Q3 2022 | $5,628,000 | +4.7% | 217,584 | +14.6% | 4.25% | -10.4% |
| Q2 2022 | $5,376,000 | +7.4% | 189,787 | +8.9% | 4.75% | -4.1% |
| Q1 2022 | $5,006,000 | -0.7% | 174,318 | +6.3% | 4.95% | +6.8% |
| Q4 2021 | $5,041,000 | – | 163,944 | – | 4.63% | – |
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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% |