SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $26 | -99.9% | 1 | -100.0% | 0.00% | – |
| Q3 2022 | $51,000 | +75.9% | 2,018 | +90.4% | 0.00% | – |
| Q2 2022 | $29,000 | -9.4% | 1,060 | 0.0% | 0.00% | – |
| Q1 2022 | $32,000 | -3.0% | 1,060 | 0.0% | 0.00% | – |
| Q4 2021 | $33,000 | 0.0% | 1,060 | 0.0% | 0.00% | – |
| Q3 2021 | $33,000 | -83.7% | 1,060 | -83.7% | 0.00% | – |
| Q2 2021 | $203,000 | +1.0% | 6,512 | -1.1% | 0.00% | – |
| Q1 2021 | $201,000 | +44.6% | 6,587 | +47.7% | 0.00% | – |
| Q4 2020 | $139,000 | +321.2% | 4,460 | +320.8% | 0.00% | – |
| Q3 2020 | $33,000 | +3.1% | 1,060 | 0.0% | 0.00% | – |
| Q2 2020 | $32,000 | +3.2% | 1,060 | 0.0% | 0.00% | – |
| Q1 2020 | $31,000 | +3.3% | 1,060 | 0.0% | 0.00% | – |
| Q4 2019 | $30,000 | 0.0% | 1,060 | 0.0% | 0.00% | – |
| Q3 2019 | $30,000 | -68.1% | 1,060 | -37.2% | 0.00% | – |
| Q2 2019 | $94,000 | -91.7% | 1,687 | -91.7% | 0.00% | -100.0% |
| Q1 2019 | $1,131,000 | +3.4% | 20,325 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,094,000 | -2.6% | 20,325 | -1.5% | 0.00% | – |
| Q3 2018 | $1,123,000 | -1.9% | 20,625 | 0.0% | 0.00% | – |
| Q2 2018 | $1,145,000 | +1.1% | 20,625 | +1.5% | 0.00% | -100.0% |
| Q1 2018 | $1,132,000 | -73.9% | 20,325 | -73.7% | 0.00% | -66.7% |
| Q4 2014 | $4,331,000 | – | 77,367 | – | 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% |