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 2023 | $1,041,988 | -6.5% | 41,948 | -2.8% | 0.36% | -4.8% |
| Q2 2023 | $1,114,970 | -4.4% | 43,149 | -1.3% | 0.38% | -17.9% |
| Q1 2023 | $1,166,386 | +3.2% | 43,734 | -0.3% | 0.46% | +5.0% |
| Q4 2022 | $1,130,297 | -4.7% | 43,878 | -6.2% | 0.44% | -25.1% |
| Q3 2022 | $1,185,910 | -10.1% | 46,763 | -2.4% | 0.58% | -3.3% |
| Q2 2022 | $1,318,786 | -7.2% | 47,921 | +2.1% | 0.60% | +1.9% |
| Q1 2022 | $1,420,768 | -0.2% | 46,952 | +3.9% | 0.59% | +1.2% |
| Q4 2021 | $1,424,147 | +2.5% | 45,211 | +1.2% | 0.58% | -8.5% |
| Q3 2021 | $1,389,268 | +3.5% | 44,671 | +3.7% | 0.64% | +0.8% |
| Q2 2021 | $1,341,947 | +43.9% | 43,094 | +41.2% | 0.63% | +19.7% |
| Q1 2021 | $932,447 | +18.8% | 30,522 | +21.2% | 0.53% | 0.0% |
| Q4 2020 | $785,016 | – | 25,185 | – | 0.53% | – |
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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% |