B. Riley Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$204,912
-14.8%
8,249
-11.4%
0.01%
+20.0%
Q2 2023$240,616
-16.7%
9,312
-14.1%
0.01%
-37.5%
Q1 2023$288,995
-8.3%
10,836
-11.4%
0.01%
-11.1%
Q4 2022$315,199
-63.8%
12,236
-64.4%
0.01%
-65.4%
Q3 2022$871,000
-7.8%
34,332
+0.0%
0.03%
-35.0%
Q2 2022$945,000
+132.8%
34,320
+155.9%
0.04%
+207.7%
Q1 2022$406,000
-37.7%
13,411
-35.2%
0.01%
-31.6%
Q4 2021$652,000
-0.3%
20,694
-1.6%
0.02%
-9.5%
Q3 2021$654,000
+3.3%
21,034
+3.4%
0.02%0.0%
Q2 2021$633,000
+4.1%
20,340
+2.2%
0.02%
-4.5%
Q1 2021$608,000
+63.4%
19,908
+67.0%
0.02%
+10.0%
Q4 2020$372,000
-42.6%
11,920
-43.7%
0.02%
-42.9%
Q3 2020$648,000
+114.6%
21,184
+112.1%
0.04%
+75.0%
Q2 2020$302,000
+2.0%
9,988
-1.9%
0.02%
-20.0%
Q1 2020$296,000
-33.2%
10,179
-34.4%
0.02%
-34.2%
Q4 2019$443,000
-6.9%
15,514
-7.0%
0.04%
-19.1%
Q3 2019$476,000
+0.6%
16,690
+99.9%
0.05%
-9.6%
Q2 2019$473,000
+1.1%
8,351
-0.5%
0.05%
-10.3%
Q1 2019$468,000
-10.7%
8,391
-13.6%
0.06%
-22.7%
Q4 2018$524,000
-2.8%
9,708
-1.8%
0.08%
+17.2%
Q3 2018$539,000
-2.7%
9,890
-0.8%
0.06%
-12.3%
Q2 2018$554,000
+2.4%
9,973
+2.8%
0.07%
-3.9%
Q1 2018$541,000
-39.6%
9,699
-39.1%
0.08%
-37.2%
Q4 2017$896,000
+39.6%
15,922
+39.9%
0.12%
+13.1%
Q3 2017$642,000
+4485.7%
11,381
+4452.4%
0.11%
Q4 2014$14,000
-99.9%
2500.0%0.00%
-100.0%
Q2 2014$14,340,0002500.00%
Other shareholders
SPDR SER TR shareholders Q4 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