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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,172,041 | +7.6% | 43,946 | +3.9% | 1.14% | -6.0% |
Q4 2022 | $1,089,162 | +2.8% | 42,281 | +1.3% | 1.21% | -7.9% |
Q3 2022 | $1,059,000 | +14.6% | 41,744 | +24.4% | 1.31% | +16.1% |
Q2 2022 | $924,000 | -30.2% | 33,566 | -23.3% | 1.13% | +6.8% |
Q1 2022 | $1,324,000 | +13.0% | 43,755 | +17.6% | 1.06% | +15.7% |
Q4 2021 | $1,172,000 | – | 37,210 | – | 0.92% | – |
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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% |