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 2022 | $222,000 | -57.9% | 8,745 | -49.8% | 0.04% | -59.8% |
| Q1 2022 | $527,000 | +149.8% | 17,405 | +160.0% | 0.09% | +170.6% |
| Q4 2021 | $211,000 | -92.8% | 6,694 | -92.9% | 0.03% | -94.1% |
| Q3 2021 | $2,938,000 | -6.3% | 94,483 | -6.1% | 0.58% | -6.3% |
| Q2 2021 | $3,135,000 | -33.2% | 100,673 | -34.6% | 0.62% | -36.6% |
| Q1 2021 | $4,694,000 | -19.1% | 153,852 | -17.3% | 0.97% | -30.1% |
| Q4 2020 | $5,801,000 | +5.6% | 186,110 | +4.6% | 1.39% | -17.5% |
| Q3 2020 | $5,495,000 | -1.5% | 178,010 | -3.8% | 1.69% | -9.1% |
| Q2 2020 | $5,577,000 | +0.7% | 185,111 | -2.9% | 1.86% | -19.1% |
| Q1 2020 | $5,537,000 | +130.1% | 190,651 | +126.3% | 2.29% | +145.0% |
| Q4 2019 | $2,406,000 | -10.5% | 84,265 | -10.6% | 0.94% | -25.2% |
| Q3 2019 | $2,688,000 | – | 94,234 | – | 1.25% | – |
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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% |