Beaumont Financial Partners, LLC - SPDR SER TR ownership

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
Beaumont Financial Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$270,000
-6.9%
8,907
-3.3%
0.02%0.0%
Q4 2021$290,000
-55.3%
9,213
-55.8%
0.02%
-58.0%
Q3 2021$649,000
+27.3%
20,863
+16.8%
0.05%0.0%
Q4 2019$510,000
-35.7%
17,863
-35.8%
0.05%
-36.7%
Q3 2019$793,000
-56.6%
27,838
-13.8%
0.08%
-58.2%
Q2 2019$1,827,000
+139.8%
32,281
+136.0%
0.19%
+130.5%
Q1 2019$762,000
-42.4%
13,677
-44.3%
0.08%
-62.0%
Q4 2018$1,323,00024,5430.22%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 272,697$6,773,7894.70%
LINCOLN NATIONAL CORP 7,830,403$194,507,2173.92%
Rinkey Investments 325,611$8,088,1813.71%
Stadion Money Management, LLC 1,505,220$37,389,6653.09%
Prentice Wealth Management LLC 254,039$6,310,3292.85%
Collaborative Wealth Managment Inc. 187,408$4,655,2132.78%
Valtinson Bruner Financial Planning LLC 152,356$3,784,5232.07%
Bridge Advisory, LLC 223,256$5,545,6911.94%
Willow Creek Wealth Management Inc. 522,255$12,972,8141.93%
Aquire Wealth Advisors, LLC 182,306$4,528,4861.89%
View complete list of SPDR SER TR shareholders