Winch Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$357
-9.4%
14,370
-5.9%
0.13%
-7.1%
Q2 2023$394
-13.6%
15,263
-10.7%
0.14%
-20.3%
Q1 2023$456
-41.2%
17,094
-43.2%
0.18%
-46.5%
Q4 2022$775
-99.9%
30,103
-26.2%
0.33%
-25.6%
Q3 2022$1,035,000
-3.9%
40,798
+4.2%
0.44%
+1.4%
Q2 2022$1,077,000
-3.5%
39,148
+6.1%
0.44%
+13.1%
Q1 2022$1,116,000
-2.3%
36,883
+1.7%
0.39%
+2.6%
Q4 2021$1,142,000
+9.6%
36,266
+8.2%
0.38%
+4.1%
Q3 2021$1,042,000
+6.1%
33,504
+6.3%
0.36%
+2.8%
Q2 2021$982,000
+13.3%
31,528
+11.1%
0.35%
+1.7%
Q1 2021$867,000
+7.4%
28,369
+9.5%
0.35%
+3.6%
Q4 2020$807,000
+10.2%
25,900
+9.3%
0.34%
+8.1%
Q3 2020$732,000
+50.9%
23,700
+47.2%
0.31%
+34.2%
Q2 2020$485,000
+4.5%
16,097
+0.7%
0.23%0.0%
Q1 2020$464,000
+3.8%
15,989
+2.1%
0.23%
+9.0%
Q4 2019$447,000
-23.7%
15,656
-23.8%
0.21%
-30.5%
Q3 2019$586,000
+5.2%
20,537
+108.6%
0.30%
+5.2%
Q2 2019$557,000
+2.8%
9,843
+1.2%
0.29%
-3.3%
Q1 2019$542,000
+3.4%
9,7270.0%0.30%
+2.7%
Q4 2018$524,000
-14.0%
9,727
-13.0%
0.29%
-4.6%
Q3 2018$609,000
+38.7%
11,184
+41.5%
0.31%
+29.1%
Q2 2018$439,000
+26.9%
7,902
+27.5%
0.24%
+16.7%
Q1 2018$346,000
+112.3%
6,198
+114.3%
0.20%
+107.1%
Q4 2017$163,0002,8920.10%
Other shareholders
SPDR SER TR shareholders Q1 2022
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