WealthPLAN Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 123 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,349
-78.3%
42
-78.0%
0.00%
-100.0%
Q1 2023$6,206
-98.8%
191
-98.6%
0.00%
-98.0%
Q3 2020$510,000
-6.4%
13,860
-6.3%
0.05%
-10.7%
Q2 2020$545,000
+15.0%
14,793
+10.1%
0.06%
-9.7%
Q1 2020$474,000
+26.7%
13,439
+28.4%
0.06%
+40.9%
Q4 2019$374,000
-3.6%
10,467
-5.3%
0.04%
-17.0%
Q3 2019$388,000
+29.3%
11,051
+29.0%
0.05%
+17.8%
Q2 2019$300,000
-2.0%
8,565
-4.3%
0.04%
-6.2%
Q1 2019$306,000
-4.7%
8,951
-6.1%
0.05%
-7.7%
Q4 2018$321,000
+12.2%
9,529
+9.5%
0.05%0.0%
Q3 2018$286,000
-95.4%
8,700
+4787.6%
0.05%
+2500.0%
Q3 2016$6,177,000
-0.8%
178
-69.7%
0.00%
+100.0%
Q2 2016$6,224,0005870.00%
Other shareholders
SPDR SER TR shareholders Q4 2016
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders