SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,285,298 | +2.0% | 172,516 | +6.1% | 0.93% | +5.8% |
| Q2 2023 | $4,200,582 | -1.3% | 162,561 | +1.9% | 0.88% | -6.0% |
| Q1 2023 | $4,253,861 | +8.8% | 159,500 | +5.1% | 0.94% | +4.9% |
| Q4 2022 | $3,910,235 | +7.6% | 151,795 | +5.9% | 0.89% | -4.2% |
| Q3 2022 | $3,635,000 | -0.2% | 143,342 | +8.3% | 0.93% | +4.7% |
| Q2 2022 | $3,642,000 | -9.8% | 132,332 | -0.8% | 0.89% | -0.7% |
| Q1 2022 | $4,038,000 | -5.0% | 133,441 | -1.1% | 0.89% | -5.7% |
| Q4 2021 | $4,250,000 | +1.9% | 134,909 | +0.6% | 0.95% | -11.3% |
| Q3 2021 | $4,172,000 | +5.9% | 134,140 | +6.0% | 1.07% | -23.5% |
| Q2 2021 | $3,941,000 | +11.5% | 126,569 | +9.3% | 1.40% | +2.1% |
| Q1 2021 | $3,536,000 | -2.0% | 115,754 | -0.0% | 1.37% | -7.9% |
| Q4 2020 | $3,609,000 | -1.7% | 115,786 | -2.6% | 1.49% | -13.5% |
| Q3 2020 | $3,671,000 | +5.0% | 118,904 | +2.5% | 1.72% | -3.0% |
| Q2 2020 | $3,496,000 | +4.2% | 115,995 | +0.4% | 1.77% | -19.7% |
| Q1 2020 | $3,355,000 | -5.0% | 115,518 | -6.7% | 2.21% | +7.4% |
| Q4 2019 | $3,533,000 | -0.5% | 123,758 | -0.6% | 2.05% | -18.9% |
| Q3 2019 | $3,549,000 | -0.8% | 124,456 | +96.9% | 2.53% | -5.9% |
| Q2 2019 | $3,576,000 | +0.9% | 63,197 | -1.6% | 2.69% | +26.1% |
| Q1 2019 | $3,544,000 | +1.4% | 64,201 | -1.0% | 2.14% | -31.9% |
| Q4 2018 | $3,496,000 | – | 64,867 | – | 3.14% | – |
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% |