SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686,100 | -29.6% | 27,621 | -26.8% | 0.03% | -31.7% |
| Q2 2023 | $974,388 | +38.4% | 37,709 | +42.8% | 0.04% | +24.2% |
| Q1 2023 | $704,122 | +57.1% | 26,401 | +51.7% | 0.03% | +43.5% |
| Q4 2022 | $448,285 | -65.3% | 17,402 | -62.9% | 0.02% | -67.6% |
| Q2 2022 | $1,292,000 | -26.3% | 46,962 | -18.9% | 0.07% | -30.4% |
| Q1 2022 | $1,752,000 | -40.7% | 57,908 | -38.3% | 0.10% | -44.3% |
| Q4 2021 | $2,954,000 | – | 93,788 | – | 0.18% | – |
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% |