Samalin Investment Counsel, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 166 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Samalin Investment Counsel, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$240,263
-44.3%
9,009
-46.2%
0.14%
-46.7%
Q4 2022$431,190
-1.3%
16,739
-2.9%
0.27%
-15.3%
Q3 2022$437,000
-8.4%
17,240
-0.5%
0.32%
-4.5%
Q2 2022$477,000
+6.5%
17,332
+17.1%
0.34%
+23.5%
Q1 2022$448,000
+7.2%
14,801
+11.7%
0.27%
+8.4%
Q4 2021$418,000
+4.5%
13,254
+3.0%
0.25%
-3.5%
Q3 2021$400,000
+4.2%
12,864
+4.3%
0.26%
+4.4%
Q2 2021$384,000
-6.6%
12,329
-8.5%
0.25%
-9.8%
Q1 2021$411,000
+9.3%
13,470
+11.5%
0.28%
-2.1%
Q4 2020$376,000
+25.3%
12,078
+24.4%
0.28%
+5.2%
Q3 2020$300,000
+7.5%
9,707
+4.8%
0.27%
-8.2%
Q2 2020$279,000
-13.1%
9,259
-16.4%
0.29%
-31.9%
Q1 2020$321,000
-10.6%
11,080
-12.1%
0.43%
+42.1%
Q4 2019$359,00012,5990.30%
Other shareholders
SPDR SER TR shareholders Q2 2020
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