SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 102 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $42,774 | -9.2% | 1,722 | -5.6% | 0.00% | – |
Q2 2023 | $47,132 | +31.9% | 1,824 | +36.1% | 0.00% | – |
Q1 2023 | $35,738 | -42.1% | 1,340 | -44.1% | 0.00% | – |
Q4 2022 | $61,695 | -0.5% | 2,395 | -2.0% | 0.00% | – |
Q3 2022 | $62,000 | -42.6% | 2,445 | -37.8% | 0.00% | – |
Q2 2022 | $108,000 | -56.1% | 3,930 | -51.6% | 0.00% | -100.0% |
Q1 2022 | $246,000 | +7.4% | 8,126 | +12.0% | 0.00% | 0.0% |
Q4 2021 | $229,000 | +83.2% | 7,258 | +81.1% | 0.00% | – |
Q3 2021 | $125,000 | 0.0% | 4,008 | -0.0% | 0.00% | – |
Q2 2021 | $125,000 | +5.0% | 4,009 | +2.7% | 0.00% | – |
Q1 2021 | $119,000 | -2.5% | 3,904 | +0.0% | 0.00% | – |
Q4 2020 | $122,000 | +1.7% | 3,903 | 0.0% | 0.00% | -100.0% |
Q3 2020 | $120,000 | +21.2% | 3,903 | +18.8% | 0.00% | – |
Q2 2020 | $99,000 | -2.0% | 3,286 | -5.8% | 0.00% | -100.0% |
Q1 2020 | $101,000 | +1.0% | 3,487 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $100,000 | -46.8% | 3,487 | +6.1% | 0.00% | 0.0% |
Q3 2019 | $188,000 | +95.8% | 3,286 | +94.4% | 0.00% | 0.0% |
Q2 2019 | $96,000 | +5.5% | 1,690 | +2.9% | 0.00% | 0.0% |
Q1 2019 | $91,000 | +2.2% | 1,643 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $89,000 | +102.3% | 1,643 | +105.4% | 0.00% | – |
Q3 2018 | $44,000 | 0.0% | 800 | 0.0% | 0.00% | – |
Q2 2018 | $44,000 | -2.2% | 800 | 0.0% | 0.00% | – |
Q1 2018 | $45,000 | – | 800 | – | 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% |