Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 165 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$681,185
+5.3%
26,797
+6.1%
0.00%0.0%
Q1 2024$647,136
-1.2%
25,259
-1.4%
0.00%0.0%
Q4 2023$655,080
-45.1%
25,619
-46.7%
0.00%
-50.0%
Q3 2023$1,193,897
+35.0%
48,063
+40.5%
0.00%
+100.0%
Q2 2023$884,158
-11.2%
34,217
-8.3%
0.00%0.0%
Q1 2023$995,154
-20.3%
37,314
-23.0%
0.00%
-50.0%
Q4 2022$1,248,455
+11.2%
48,465
+9.5%
0.00%0.0%
Q3 2022$1,123,000
-38.6%
44,271
-33.4%
0.00%
-33.3%
Q2 2022$1,829,000
-43.1%
66,475
-37.4%
0.00%
-40.0%
Q1 2022$3,214,000
+665.2%
106,194
+695.7%
0.01%
+400.0%
Q4 2021$420,000
+15.1%
13,346
+13.8%
0.00%0.0%
Q3 2021$365,000
+30.4%
11,725
+30.5%
0.00%
Q2 2021$280,000
+15.2%
8,987
+14.1%
0.00%
-100.0%
Q3 2020$243,000
-58.4%
7,877
-60.8%
0.00%
-50.0%
Q1 2020$584,000
+192.0%
20,100
+186.4%
0.00%
+100.0%
Q4 2019$200,000
-1.5%
7,017
+96.1%
0.00%0.0%
Q2 2019$203,000
+1461.5%
3,579
+1456.1%
0.00%
Q2 2017$13,0000.0%230
-1.7%
0.00%
Q1 2017$13,0000.0%234
+1.7%
0.00%
Q4 2016$13,0000.0%2300.0%0.00%
Q3 2016$13,0000.0%2300.0%0.00%
Q2 2016$13,000
-89.7%
230
-89.6%
0.00%
-100.0%
Q1 2016$126,000
+869.2%
2,205
+858.7%
0.00%
Q4 2015$13,0000.0%2300.0%0.00%
Q3 2015$13,0000.0%2300.0%0.00%
Q1 2015$13,0000.0%2300.0%0.00%
Q4 2014$13,000
-51.9%
230
-52.0%
0.00%
Q3 2014$27,000
+42.1%
479
+47.4%
0.00%
Q2 2014$19,000
+5.6%
3250.0%0.00%
Q1 2014$18,0000.0%3250.0%0.00%
Q4 2013$18,000
-25.0%
325
-23.5%
0.00%
Q3 2013$24,000
+33.3%
425
+30.8%
0.00%
Q2 2013$18,0003250.00%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 265,104$7,070,3124.94%
LINCOLN NATIONAL CORP 7,713,630$205,722,5194.32%
Stadion Money Management, LLC 1,801,501$48,046,0323.80%
Prentice Wealth Management LLC 273,487$7,293,8983.48%
Rinkey Investments 243,646$6,498,0423.40%
Valtinson Bruner Financial Planning LLC 185,303$4,942,0312.82%
Collaborative Wealth Managment Inc. 167,716$4,472,9792.82%
Bridge Advisory, LLC 234,039$6,241,8072.41%
Aquire Wealth Advisors, LLC 175,067$4,669,0372.04%
Willow Creek Wealth Management Inc. 485,596$12,950,8452.00%
View complete list of SPDR SER TR shareholders