SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,496,000 | -10.5% | 49,433 | -6.9% | 1.12% | -9.5% |
| Q4 2021 | $1,672,000 | +6.7% | 53,099 | +5.4% | 1.24% | +2.4% |
| Q3 2021 | $1,567,000 | -0.1% | 50,371 | 0.0% | 1.21% | -2.6% |
| Q2 2021 | $1,569,000 | +1.9% | 50,371 | 0.0% | 1.24% | -3.1% |
| Q1 2021 | $1,539,000 | -2.0% | 50,371 | 0.0% | 1.28% | -5.2% |
| Q4 2020 | $1,570,000 | – | 50,371 | – | 1.35% | – |
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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% |