Homrich & Berg - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 134 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$397,0000.0%12,7560.0%0.01%0.0%
Q2 2021$397,000
+1.8%
12,7560.0%0.01%
-10.0%
Q1 2021$390,000
+30.9%
12,756
+33.5%
0.01%
+25.0%
Q4 2020$298,000
-2.0%
9,556
-3.0%
0.01%
-20.0%
Q3 2020$304,000
+2.4%
9,8500.0%0.01%
-16.7%
Q2 2020$297,000
+6.8%
9,850
+3.1%
0.01%
-25.0%
Q1 2020$278,000
+1.8%
9,5560.0%0.02%
+23.1%
Q4 2019$273,0000.0%9,5560.0%0.01%
-7.1%
Q3 2019$273,000
+1.1%
9,556
+100.0%
0.01%0.0%
Q2 2019$270,000
+1.5%
4,7780.0%0.01%0.0%
Q1 2019$266,000
+3.5%
4,7780.0%0.01%
-6.7%
Q4 2018$257,000
-1.2%
4,7780.0%0.02%
-6.2%
Q3 2018$260,000
-1.9%
4,7780.0%0.02%
-15.8%
Q2 2018$265,000
-0.4%
4,7780.0%0.02%
+5.6%
Q1 2018$266,000
-1.1%
4,7780.0%0.02%0.0%
Q4 2017$269,0000.0%4,7780.0%0.02%
-14.3%
Q3 2017$269,000
+0.4%
4,7780.0%0.02%
-12.5%
Q2 2017$268,000
-1.5%
4,7780.0%0.02%
+4.3%
Q1 2017$272,000
+1.5%
4,7780.0%0.02%
-4.2%
Q4 2016$268,000
-3.6%
4,7780.0%0.02%
-4.0%
Q3 2016$278,0000.0%4,7780.0%0.02%
-3.8%
Q2 2016$278,000
+1.8%
4,7780.0%0.03%
-3.7%
Q1 2016$273,000
+4.6%
4,7780.0%0.03%
+12.5%
Q4 2015$261,000
-1.1%
4,7780.0%0.02%
-14.3%
Q3 2015$264,000
-0.8%
4,7780.0%0.03%
+7.7%
Q2 2015$266,000
-1.8%
4,7780.0%0.03%
-3.7%
Q1 2015$271,000
+1.5%
4,7780.0%0.03%0.0%
Q4 2014$267,000
+0.4%
4,7780.0%0.03%0.0%
Q3 2014$266,000
-2.9%
4,7780.0%0.03%
-12.9%
Q2 2014$274,000
+3.0%
4,7780.0%0.03%
-11.4%
Q1 2014$266,000
+2.3%
4,7780.0%0.04%
-2.8%
Q4 2013$260,000
-1.9%
4,7780.0%0.04%
-25.0%
Q2 2013$265,0004,7780.05%
Other shareholders
SPDR SER TR shareholders Q3 2019
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