SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,162 | -6.9% | 5,240 | 0.0% | 0.09% | -6.9% |
| Q2 2023 | $139,751 | 0.0% | 5,240 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $139,751 | +3.5% | 5,240 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $134,982 | +1.5% | 5,240 | 0.0% | 0.10% | -2.9% |
| Q3 2022 | $133,000 | -7.6% | 5,240 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $144,000 | -9.4% | 5,240 | 0.0% | 0.10% | +6.1% |
| Q1 2022 | $159,000 | -3.6% | 5,240 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $165,000 | +1.2% | 5,240 | 0.0% | 0.10% | -7.5% |
| Q3 2021 | $163,000 | 0.0% | 5,240 | 0.0% | 0.11% | -4.5% |
| Q2 2021 | $163,000 | +1.9% | 5,240 | 0.0% | 0.11% | -6.7% |
| Q1 2021 | $160,000 | -1.8% | 5,240 | 0.0% | 0.12% | -11.8% |
| Q4 2020 | $163,000 | +0.6% | 5,240 | 0.0% | 0.14% | -11.7% |
| Q3 2020 | $162,000 | +2.5% | 5,240 | 0.0% | 0.15% | -7.8% |
| Q2 2020 | $158,000 | +3.9% | 5,240 | 0.0% | 0.17% | -9.7% |
| Q1 2020 | $152,000 | +1.3% | 5,240 | 0.0% | 0.18% | +29.4% |
| Q4 2019 | $150,000 | – | 5,240 | – | 0.14% | – |
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% |