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 | $1,214 | -10.7% | 48,892 | -7.0% | 0.00% | 0.0% |
| Q2 2023 | $1,359 | -74.5% | 52,591 | -73.7% | 0.00% | -72.7% |
| Q1 2023 | $5,325 | -29.1% | 199,683 | -31.5% | 0.01% | -38.9% |
| Q4 2022 | $7,512 | -99.9% | 291,644 | -5.5% | 0.02% | -10.0% |
| Q3 2022 | $7,823,000 | -10.4% | 308,484 | -2.8% | 0.02% | -13.0% |
| Q2 2022 | $8,730,000 | -5.2% | 317,228 | +4.3% | 0.02% | +9.5% |
| Q1 2022 | $9,205,000 | +27.6% | 304,226 | +32.8% | 0.02% | +31.2% |
| Q4 2021 | $7,213,000 | +28.0% | 229,008 | +26.3% | 0.02% | +14.3% |
| Q3 2021 | $5,637,000 | +14.4% | 181,275 | +14.6% | 0.01% | +7.7% |
| Q2 2021 | $4,927,000 | +87.3% | 158,232 | +83.7% | 0.01% | +85.7% |
| Q1 2021 | $2,630,000 | +11.4% | 86,116 | +13.7% | 0.01% | 0.0% |
| Q4 2020 | $2,360,000 | +17.7% | 75,722 | +16.6% | 0.01% | 0.0% |
| Q3 2020 | $2,005,000 | +31.2% | 64,956 | +28.1% | 0.01% | +16.7% |
| Q2 2020 | $1,528,000 | +594.5% | 50,727 | +568.2% | 0.01% | +500.0% |
| Q1 2020 | $220,000 | +7.3% | 7,592 | +98.8% | 0.00% | 0.0% |
| Q4 2018 | $205,000 | -57.5% | 3,818 | -56.9% | 0.00% | -50.0% |
| Q3 2018 | $482,000 | -18.6% | 8,859 | -16.9% | 0.00% | -33.3% |
| Q2 2018 | $592,000 | +16.3% | 10,666 | +16.7% | 0.00% | 0.0% |
| Q1 2018 | $509,000 | -10.1% | 9,143 | -9.1% | 0.00% | 0.0% |
| Q4 2017 | $566,000 | – | 10,061 | – | 0.00% | – |
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% |