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 | $237,172 | -3.9% | 9,548 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $246,720 | -3.1% | 9,548 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $254,645 | -48.2% | 9,548 | -50.0% | 0.00% | -42.9% |
| Q4 2022 | $491,912 | +1.6% | 19,096 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $484,000 | -8.0% | 19,096 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $526,000 | -9.0% | 19,096 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $578,000 | -4.0% | 19,096 | 0.0% | 0.01% | +100.0% |
| Q4 2021 | $602,000 | +1.3% | 19,096 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $594,000 | – | 19,096 | – | 0.00% | – |
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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% |