Capital Analysts, LLC - 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
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$309
-69.3%
12,426
-68.1%
0.02%
-69.6%
Q2 2023$1,005
-8.2%
38,898
-5.3%
0.06%
-11.1%
Q1 2023$1,095
+0.5%
41,056
-3.0%
0.06%
-6.0%
Q4 2022$1,090
-99.9%
42,311
-26.8%
0.07%
-33.7%
Q3 2022$1,466,000
+5.2%
57,789
+14.1%
0.10%
+4.1%
Q2 2022$1,394,000
-7.4%
50,629
+1.7%
0.10%
+2.1%
Q1 2022$1,506,000
-95.0%
49,789
-94.8%
0.10%
-94.8%
Q4 2021$30,348,000
+4.6%
963,436
+3.3%
1.84%
-3.3%
Q3 2021$29,008,000
+4.3%
932,726
+4.5%
1.90%
+1.9%
Q2 2021$27,802,000
+10.8%
892,813
+8.7%
1.87%
+7.7%
Q1 2021$25,097,000
+21.6%
821,518
+24.1%
1.73%
-4.3%
Q4 2020$20,641,000
+14.3%
662,200
+13.2%
1.81%
+5.6%
Q3 2020$18,060,000
+7.8%
585,018
+5.2%
1.72%
-2.6%
Q2 2020$16,760,000
+2.3%
556,074
-1.5%
1.76%
-12.4%
Q1 2020$16,386,000
-1.0%
564,256
-2.7%
2.01%
+22.8%
Q4 2019$16,559,000
+1.4%
579,998
+1.3%
1.64%
-5.2%
Q3 2019$16,334,000
+35408.7%
572,734
+70260.4%
1.73%
+34420.0%
Q2 2019$46,000
+2200.0%
814
+1435.8%
0.01%
Q1 2019$2,000
-100.0%
53
-93.6%
0.00%
-100.0%
Q4 2015$45,288,0008290.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
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