SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 133 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,359 | -17.4% | 256 | -14.1% | 0.00% | 0.0% |
| Q2 2023 | $7,694 | -2.9% | 298 | +0.3% | 0.00% | -33.3% |
| Q1 2023 | $7,922 | +3.5% | 297 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,652 | -4.4% | 297 | -10.5% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -60.0% | 332 | -54.8% | 0.00% | -57.1% |
| Q2 2022 | $20,000 | -69.7% | 734 | -66.3% | 0.01% | -66.7% |
| Q1 2022 | $66,000 | -99.0% | 2,175 | -99.0% | 0.02% | -99.0% |
| Q4 2021 | $6,788,000 | +2.1% | 215,484 | +0.8% | 2.12% | -4.5% |
| Q3 2021 | $6,648,000 | -6.1% | 213,761 | -5.9% | 2.22% | -2.1% |
| Q2 2021 | $7,077,000 | +46.3% | 227,272 | +43.5% | 2.27% | +33.9% |
| Q1 2021 | $4,837,000 | +7.2% | 158,330 | +9.4% | 1.69% | -1.7% |
| Q4 2020 | $4,512,000 | +7.8% | 144,749 | +6.8% | 1.72% | +0.6% |
| Q3 2020 | $4,184,000 | +6.4% | 135,537 | +3.9% | 1.71% | -6.2% |
| Q2 2020 | $3,931,000 | +4.7% | 130,432 | +0.8% | 1.83% | -10.3% |
| Q1 2020 | $3,756,000 | +4.7% | 129,340 | +2.9% | 2.04% | +31.2% |
| Q4 2019 | $3,589,000 | +15.8% | 125,700 | +15.7% | 1.55% | +5.6% |
| Q3 2019 | $3,098,000 | -9.0% | 108,634 | +80.6% | 1.47% | -9.4% |
| Q2 2019 | $3,404,000 | +12.1% | 60,152 | +10.3% | 1.62% | +6.2% |
| Q1 2019 | $3,037,000 | +15.7% | 54,550 | +12.0% | 1.53% | +0.9% |
| Q4 2018 | $2,624,000 | – | 48,691 | – | 1.52% | – |
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% |