SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,125 | +92526.1% | 22,187 | -3.6% | 0.31% | -26.5% |
| Q2 2023 | $595 | -99.9% | 23,014 | +0.1% | 0.43% | +15.4% |
| Q1 2023 | $613,357 | +0.6% | 22,998 | -2.8% | 0.37% | -10.9% |
| Q4 2022 | $609,765 | -9.4% | 23,671 | -10.8% | 0.41% | -11.3% |
| Q3 2022 | $673,000 | -15.5% | 26,537 | -5.4% | 0.47% | -1.7% |
| Q2 2022 | $796,000 | -6.9% | 28,054 | -0.7% | 0.48% | +19.6% |
| Q1 2022 | $855,000 | -4.6% | 28,264 | -0.7% | 0.40% | +2.1% |
| Q4 2021 | $896,000 | +4.3% | 28,453 | +3.0% | 0.39% | +24.7% |
| Q3 2021 | $859,000 | -1.9% | 27,617 | -1.8% | 0.31% | -1.9% |
| Q2 2021 | $876,000 | +0.2% | 28,131 | -1.7% | 0.32% | -6.5% |
| Q1 2021 | $874,000 | +0.6% | 28,610 | +2.6% | 0.34% | -6.6% |
| Q4 2020 | $869,000 | +3.3% | 27,890 | +2.4% | 0.36% | -16.5% |
| Q3 2020 | $841,000 | +5.9% | 27,228 | +3.4% | 0.44% | -1.8% |
| Q2 2020 | $794,000 | – | 26,330 | – | 0.44% | – |
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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% |