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 | $4,422 | -20.0% | 178 | -16.8% | 0.00% | – |
| Q2 2023 | $5,530 | -99.3% | 214 | -99.3% | 0.00% | – |
| Q1 2023 | $773,514 | +750884.5% | 29,004 | +725000.0% | 0.00% | – |
| Q4 2022 | $103 | -99.8% | 4 | -99.8% | 0.00% | – |
| Q3 2022 | $62,000 | -62.4% | 2,447 | -59.2% | 0.00% | – |
| Q2 2022 | $165,000 | +5.8% | 6,002 | +16.3% | 0.00% | – |
| Q1 2022 | $156,000 | +56.0% | 5,162 | +63.4% | 0.00% | – |
| Q4 2021 | $100,000 | +108.3% | 3,159 | +103.7% | 0.00% | – |
| Q3 2021 | $48,000 | +9.1% | 1,551 | +9.6% | 0.00% | – |
| Q2 2021 | $44,000 | -57.7% | 1,415 | -58.6% | 0.00% | – |
| Q1 2021 | $104,000 | +31.6% | 3,419 | +34.7% | 0.00% | – |
| Q4 2020 | $79,000 | +11.3% | 2,538 | +10.7% | 0.00% | – |
| Q3 2020 | $71,000 | -18.4% | 2,293 | -20.6% | 0.00% | – |
| Q2 2020 | $87,000 | -39.6% | 2,887 | -41.9% | 0.00% | – |
| Q1 2020 | $144,000 | +34.6% | 4,973 | +32.8% | 0.00% | – |
| Q4 2019 | $107,000 | +109.8% | 3,745 | +312.0% | 0.00% | – |
| Q2 2019 | $51,000 | +131.8% | 909 | +133.7% | 0.00% | – |
| Q1 2019 | $22,000 | – | 389 | +38800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 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% |