Fort Point Capital Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2018$411,000
-1.9%
7,5500.0%0.12%
-12.1%
Q2 2018$419,000
-17.8%
7,550
-17.5%
0.14%
-24.6%
Q1 2018$510,000
-30.6%
9,152
-29.9%
0.19%
-45.5%
Q4 2017$735,000
+4.3%
13,064
+4.4%
0.34%
+1.5%
Q3 2017$705,000
-23.9%
12,512
-24.1%
0.34%
-34.4%
Q2 2017$926,000
-19.6%
16,481
-18.5%
0.52%
-13.3%
Q1 2017$1,152,000
-26.5%
20,213
-26.8%
0.59%
-30.7%
Q4 2016$1,568,000
-42.1%
27,603
-40.7%
0.86%
-30.1%
Q3 2016$2,708,000
-20.0%
46,567
-20.0%
1.23%
-25.3%
Q2 2016$3,386,000
-0.7%
58,222
-2.4%
1.64%
-5.4%
Q1 2016$3,411,000
+2.2%
59,626
-2.3%
1.73%
+2.2%
Q4 2015$3,336,000
+59.3%
61,059
+61.0%
1.70%
+32.0%
Q3 2015$2,094,000
-3.7%
37,930
-2.8%
1.29%
-5.6%
Q2 2015$2,175,000
-1.0%
39,030
+0.7%
1.36%
-5.7%
Q1 2015$2,198,000
+2.9%
38,773
+1.5%
1.45%
-8.9%
Q4 2014$2,137,000
+0.4%
38,1830.0%1.59%
-0.6%
Q3 2014$2,129,000
-3.2%
38,183
-0.5%
1.60%
-17.9%
Q2 2014$2,200,000
-2.5%
38,358
-5.5%
1.95%
-10.5%
Q1 2014$2,256,000
-1.6%
40,599
-3.7%
2.18%
+26.5%
Q4 2013$2,293,00042,1391.72%
Other shareholders
SPDR SER TR shareholders Q3 2023
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