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 | $3,784,523 | -9.9% | 152,356 | -6.3% | 2.07% | -8.6% |
| Q2 2023 | $4,200,602 | -15.0% | 162,562 | -12.3% | 2.26% | -19.8% |
| Q1 2023 | $4,942,031 | -7.1% | 185,303 | -8.4% | 2.82% | -8.2% |
| Q4 2022 | $5,318,652 | -39.4% | 202,384 | -41.5% | 3.08% | -43.2% |
| Q3 2022 | $8,776,000 | +0.2% | 346,070 | +8.7% | 5.42% | +1.5% |
| Q2 2022 | $8,759,000 | -5.2% | 318,282 | +1.2% | 5.34% | +0.9% |
| Q1 2022 | $9,235,000 | +14.6% | 314,442 | +22.9% | 5.29% | +19.8% |
| Q4 2021 | $8,057,000 | +33.4% | 255,787 | +32.2% | 4.41% | +33.1% |
| Q3 2021 | $6,038,000 | +86.9% | 193,414 | +90.0% | 3.32% | +79.7% |
| Q2 2021 | $3,230,000 | +6.4% | 101,795 | +3.1% | 1.84% | +3.2% |
| Q1 2021 | $3,035,000 | -6.1% | 98,696 | -5.2% | 1.79% | -11.8% |
| Q4 2020 | $3,231,000 | +13.3% | 104,147 | +11.5% | 2.03% | +1.5% |
| Q3 2020 | $2,851,000 | -14.3% | 93,394 | -13.1% | 2.00% | -15.5% |
| Q2 2020 | $3,326,000 | +6.0% | 107,454 | +1.5% | 2.36% | -6.6% |
| Q1 2020 | $3,137,000 | +8.1% | 105,850 | +4.8% | 2.53% | +21.4% |
| Q4 2019 | $2,903,000 | -17.6% | 101,041 | -18.7% | 2.08% | -27.4% |
| Q3 2019 | $3,523,000 | – | 124,225 | – | 2.87% | – |
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% |