SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 238 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $746,191 | +7.1% | 30,040 | +11.5% | 0.01% | +8.3% |
Q2 2023 | $696,471 | +115592.9% | 26,953 | +19.4% | 0.01% | 0.0% |
Q1 2023 | $602 | +6.7% | 22,567 | +3.1% | 0.01% | -20.0% |
Q4 2022 | $564 | -99.9% | 21,882 | +32.4% | 0.02% | +15.4% |
Q3 2022 | $419,000 | -6.5% | 16,531 | +1.6% | 0.01% | -7.1% |
Q2 2022 | $448,000 | -30.5% | 16,267 | -23.7% | 0.01% | -30.0% |
Q1 2022 | $645,000 | +200.0% | 21,321 | +212.3% | 0.02% | +233.3% |
Q4 2021 | $215,000 | -12.2% | 6,828 | -13.2% | 0.01% | -25.0% |
Q3 2021 | $245,000 | +5.2% | 7,866 | +5.3% | 0.01% | 0.0% |
Q2 2021 | $233,000 | – | 7,468 | – | 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% |