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 | $282,375 | -64.3% | 11,474 | -62.6% | 0.09% | -72.9% |
| Q4 2022 | $790,008 | -23.1% | 30,668 | -24.3% | 0.33% | -29.6% |
| Q3 2022 | $1,027,000 | +93.8% | 40,506 | +110.4% | 0.47% | +109.9% |
| Q2 2022 | $530,000 | +77.3% | 19,249 | +94.8% | 0.22% | +86.6% |
| Q1 2022 | $299,000 | – | 9,883 | – | 0.12% | – |
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% |