SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,721 | -5.6% | 49,023 | -1.8% | 0.06% | -21.7% |
| Q2 2023 | $1,289,351 | -53.9% | 49,898 | -52.4% | 0.08% | -58.7% |
| Q1 2023 | $2,797,528 | +4.0% | 104,894 | +0.4% | 0.20% | +1.5% |
| Q4 2022 | $2,690,125 | -2.1% | 104,430 | -3.6% | 0.20% | -12.4% |
| Q3 2022 | $2,748,000 | +5.7% | 108,373 | +12.2% | 0.23% | +2.7% |
| Q2 2022 | $2,599,000 | +86533.3% | 96,615 | +114917.9% | 0.22% | +21900.0% |
| Q3 2020 | $3,000 | – | 84 | – | 0.00% | – |
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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% |