SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 60 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,824,102 | -1.4% | 388,151 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $9,963,236 | -15.1% | 381,587 | -16.3% | 0.00% | -40.0% |
| Q4 2022 | $11,737,467 | +2.1% | 455,647 | +5.2% | 0.01% | 0.0% |
| Q3 2022 | $11,491,000 | -3.4% | 433,147 | +1.0% | 0.01% | -16.7% |
| Q2 2022 | $11,890,000 | -7.5% | 429,005 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $12,857,000 | -3.6% | 423,356 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $13,340,000 | -1.5% | 423,356 | -2.9% | 0.01% | +16.7% |
| Q3 2021 | $13,546,000 | -6.7% | 435,985 | -6.6% | 0.01% | -14.3% |
| Q2 2021 | $14,521,000 | +69.3% | 466,941 | +65.1% | 0.01% | -12.5% |
| Q2 2020 | $8,576,000 | +3.6% | 282,856 | +0.9% | 0.01% | -11.1% |
| Q1 2020 | $8,279,000 | +118171.4% | 280,356 | +116715.0% | 0.01% | – |
| Q4 2019 | $7,000 | 0.0% | 240 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 240 | +100.0% | 0.00% | – |
| Q2 2019 | $7,000 | -58.8% | 120 | -60.0% | 0.00% | – |
| Q3 2016 | $17,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2016 | $17,000 | -89.4% | 300 | -89.3% | 0.00% | – |
| Q1 2016 | $160,000 | -5.9% | 2,800 | -9.7% | 0.00% | – |
| Q4 2015 | $170,000 | +18.9% | 3,100 | +19.8% | 0.00% | – |
| Q3 2015 | $143,000 | +2.9% | 2,587 | +3.5% | 0.00% | – |
| Q2 2015 | $139,000 | -2.1% | 2,500 | 0.0% | 0.00% | – |
| Q1 2015 | $142,000 | +1.4% | 2,500 | 0.0% | 0.00% | – |
| Q4 2014 | $140,000 | +0.7% | 2,500 | 0.0% | 0.00% | – |
| Q3 2014 | $139,000 | -2.8% | 2,500 | 0.0% | 0.00% | – |
| Q2 2014 | $143,000 | +2.9% | 2,500 | 0.0% | 0.00% | – |
| Q1 2014 | $139,000 | +2.2% | 2,500 | 0.0% | 0.00% | – |
| Q4 2013 | $136,000 | -39.0% | 2,500 | -37.5% | 0.00% | – |
| Q3 2013 | $223,000 | +60.4% | 4,000 | +60.0% | 0.00% | – |
| Q2 2013 | $139,000 | – | 2,500 | – | 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% |