SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,994,080 | -29.4% | 80,277 | -26.5% | 0.22% | -27.4% |
| Q2 2023 | $2,823,253 | -1.8% | 109,259 | +1.3% | 0.31% | -7.0% |
| Q1 2023 | $2,875,879 | +1030.3% | 107,832 | +991.7% | 0.33% | +900.0% |
| Q4 2022 | $254,432 | -20.0% | 9,877 | -21.2% | 0.03% | -28.3% |
| Q3 2022 | $318,000 | -82.9% | 12,540 | -81.4% | 0.05% | -82.0% |
| Q2 2022 | $1,857,000 | -32.4% | 67,489 | -22.6% | 0.26% | -14.7% |
| Q4 2021 | $2,747,000 | -7.0% | 87,198 | -8.2% | 0.30% | -26.2% |
| Q3 2021 | $2,955,000 | +297.2% | 95,016 | +298.1% | 0.40% | +51.7% |
| Q2 2021 | $744,000 | +45.9% | 23,868 | +43.2% | 0.27% | +27.1% |
| Q1 2021 | $510,000 | – | 16,670 | – | 0.21% | – |
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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% |