Focused Wealth Management, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$199
-3.9%
80.0%0.00%
Q2 2023$207
-2.8%
80.0%0.00%
Q1 2023$213
+3.4%
80.0%0.00%
Q4 2022$20680.0%0.00%
Q3 2022$080.0%0.00%
Q2 2022$080.0%0.00%
Q1 2022$080.0%0.00%
Q4 2021$080.0%0.00%
Q3 2021$080.0%0.00%
Q2 2021$080.0%0.00%
Q1 2021$080.0%0.00%
Q4 2020$080.0%0.00%
Q3 2020$080.0%0.00%
Q2 2020$080.0%0.00%
Q1 2020$080.0%0.00%
Q4 2019$080.0%0.00%
Q3 2019$08
+100.0%
0.00%
Q2 2019$0
-100.0%
4
-99.5%
0.00%
-100.0%
Q1 2019$45,000
-66.4%
806
-67.6%
0.01%
-69.6%
Q4 2018$134,000
-98.4%
2,488
-98.4%
0.05%
-98.4%
Q3 2018$8,347,000
-3.1%
153,237
-1.2%
2.84%
-4.8%
Q2 2018$8,610,000
+5.4%
155,050
+5.8%
2.98%
+14.3%
Q1 2018$8,171,000
+10.7%
146,543
+11.6%
2.61%
+10.3%
Q4 2017$7,383,000131,2542.37%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 272,697$6,773,7894.70%
LINCOLN NATIONAL CORP 7,830,403$194,507,2173.92%
Rinkey Investments 325,611$8,088,1813.71%
Stadion Money Management, LLC 1,505,220$37,389,6653.09%
Prentice Wealth Management LLC 254,039$6,310,3292.85%
Collaborative Wealth Managment Inc. 187,408$4,655,2132.78%
Valtinson Bruner Financial Planning LLC 152,356$3,784,5232.07%
Bridge Advisory, LLC 223,256$5,545,6911.94%
Willow Creek Wealth Management Inc. 522,255$12,972,8141.93%
Aquire Wealth Advisors, LLC 182,306$4,528,4861.89%
View complete list of SPDR SER TR shareholders