Samalin Investment Counsel, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 212 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 5,781,017$174,934,00013.02%
Treasure Coast Financial Planning 330,955$10,015,0007.68%
Prentice Wealth Management LLC 506,673$15,340,0007.37%
Valtinson Bruner Financial Planning LLC 314,442$9,235,0005.29%
Rinkey Investments 174,318$5,006,0004.95%
LINCOLN NATIONAL CORP 7,688,087$232,642,0004.81%
DRIVE WEALTH MANAGEMENT, LLC 187,931$5,687,0004.80%
UBP Investment Advisors SA 167,040$12,850,0004.78%
Stadion Money Management, LLC 2,347,926$71,048,0004.04%
Bridge Advisory, LLC 301,173$9,113,0003.98%
View complete list of SPDR SER TR shareholders