NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 3 filers reported holding SPDR SER TR in Q4 2023. 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 Q4 2023
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,178,324$182,246,00018.85%
Fort Point Capital Partners LLC 38,358$2,200,0001.95%
PHILLIPS FINANCIAL MANAGEMENT, LLC 69,878$4,001,0001.19%
Pure Financial Advisors, LLC 48,664$2,791,0001.03%
BEACON TRUST CO 80,558$4,621,0000.76%
ASSETMARK, INC 237,399$13,617,0000.29%
Efficient Advisors, LLC 20,391$1,170,0000.27%
Lattice Strategies LLC 7,405$425,0000.22%
TIAA CREF TRUST CO FSB/MO 230,025$13,194,0000.19%
Beacon Capital Management, Inc. 14,094$808,0000.15%
View complete list of SPDR SER TR shareholders