SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,693 | -8.7% | 8,764 | -5.1% | 0.06% | -3.4% |
| Q2 2023 | $238,553 | -9.6% | 9,232 | -6.7% | 0.06% | -14.7% |
| Q1 2023 | $263,861 | -3.8% | 9,894 | -7.1% | 0.07% | -9.3% |
| Q4 2022 | $274,240 | +398.6% | 10,646 | +387.0% | 0.08% | +400.0% |
| Q3 2022 | $55,000 | -9.8% | 2,186 | -2.5% | 0.02% | -6.2% |
| Q2 2022 | $61,000 | -23.8% | 2,241 | -15.6% | 0.02% | -15.8% |
| Q1 2022 | $80,000 | -64.1% | 2,656 | -62.6% | 0.02% | -62.7% |
| Q4 2021 | $223,000 | -59.4% | 7,093 | -59.8% | 0.05% | -63.3% |
| Q3 2021 | $549,000 | +1.9% | 17,665 | +1.9% | 0.14% | +1.5% |
| Q2 2021 | $539,000 | -2.5% | 17,331 | -4.3% | 0.14% | -11.0% |
| Q1 2021 | $553,000 | +3.2% | 18,109 | +5.3% | 0.15% | -5.5% |
| Q4 2020 | $536,000 | – | 17,200 | – | 0.16% | – |
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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% |