EP Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$496,000
-20.5%
18,007
-12.6%
0.01%
-21.4%
Q1 2022$624,000
-5.9%
20,605
-2.2%
0.01%
-12.5%
Q4 2021$663,000
+7.3%
21,062
+6.0%
0.02%
-5.9%
Q3 2021$618,000
-4.5%
19,873
-4.4%
0.02%
-5.6%
Q2 2021$647,000
-2.1%
20,789
-4.0%
0.02%
-14.3%
Q1 2021$661,000
-1.2%
21,649
+0.9%
0.02%
-12.5%
Q4 2020$669,000
-6.6%
21,460
-7.4%
0.02%
-22.6%
Q3 2020$716,000
-2.1%
23,1780.03%0.0%
Q2 2020$731,000
-19.1%
0
-100.0%
0.03%
-29.5%
Q1 2020$904,000
+51.2%
31,144
+48.7%
0.04%
+76.0%
Q4 2019$598,00020,9480.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
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