NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 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
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$124
-3.9%
50.0%0.00%
Q2 2023$129
-3.0%
50.0%0.00%
Q1 2023$133
-98.3%
5
-98.3%
0.00%
-100.0%
Q4 2022$7,728
-3.4%
3000.0%0.00%0.0%
Q3 2022$8,000
-99.9%
300
-99.9%
0.00%
-99.9%
Q2 2022$7,193,000
-7.4%
261,361
+1.8%
0.92%
+11.8%
Q1 2022$7,770,000
-4.4%
256,787
-0.4%
0.82%
-4.3%
Q4 2021$8,125,000
+26109.7%
257,925
+25564.2%
0.86%
+21425.0%
Q4 2020$31,000
-67.7%
1,005
-67.7%
0.00%
-73.3%
Q3 2020$96,000
+2.1%
3,1150.0%0.02%
-6.2%
Q2 2020$94,000
-99.6%
3,115
-99.6%
0.02%
-99.7%
Q1 2020$25,398,000
+634850.0%
874,575
+1093118.8%
4.70%
+470100.0%
Q4 2016$4,000
-20.0%
800.0%0.00%0.0%
Q3 2016$5,000
-88.4%
80
-89.3%
0.00%
-90.0%
Q2 2016$43,000
-98.0%
745
-98.0%
0.01%
-98.4%
Q1 2016$2,143,00037,4550.61%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Bridge Advisory, LLC 420,127$12,835,0007.97%
UBP Investment Advisors SA 523,206$15,980,0006.53%
LINCOLN NATIONAL CORP 7,561,811$231,013,0005.70%
Prentice Wealth Management LLC 328,415$10,033,0005.59%
Willow Creek Wealth Management Inc. 491,055$15,002,0005.51%
Pure Financial Advisors, LLC 1,362,607$41,628,0004.14%
Blueprint Investment Partners LLC 162,575$4,967,0003.87%
STRINGER ASSET MANAGEMENT, LLC 114,180$3,488,0003.65%
Tempus Wealth Planning, LLC 102,340$3,126,0003.31%
Deane Retirement Strategies, Inc. 197,682$6,032,0003.25%
View complete list of SPDR SER TR shareholders