IFP Advisors, Inc - 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 Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$103,128
-69.3%
4,152
-50.0%
0.01%
-28.6%
Q2 2023$336,076
+46.9%
8,306
+100.0%
0.01%
-30.0%
Q1 2023$228,771
+59631.3%
4,153
-40.0%
0.01%0.0%
Q4 2022$383
-100.0%
6,924
-80.8%
0.01%
-80.8%
Q3 2022$1,984,000
+0.2%
36,007
+0.2%
0.05%
-16.1%
Q2 2022$1,981,000
-68.2%
35,952
-68.1%
0.06%
-20.5%
Q1 2022$6,223,000
+150.9%
112,761
+43.5%
0.08%
+62.5%
Q4 2021$2,480,000
+142.4%
78,580
+139.3%
0.05%
+140.0%
Q3 2021$1,023,000
+15.9%
32,832
+15.7%
0.02%
+11.1%
Q2 2021$883,000
+7258.3%
28,380
+6977.3%
0.02%
Q1 2021$12,000
-61.3%
401
-59.5%
0.00%
-100.0%
Q4 2020$31,000
-93.2%
990
-93.3%
0.00%
-96.3%
Q3 2020$456,000
+53.0%
14,678
+46.3%
0.03%
+12.5%
Q2 2020$298,000
+35.5%
10,030
+33.1%
0.02%
+9.1%
Q1 2020$220,000
-75.1%
7,534
-75.7%
0.02%
-67.2%
Q4 2019$885,000
-1.2%
31,064
-1.4%
0.07%
+11.7%
Q3 2019$896,000
+32.0%
31,498
+149.7%
0.06%
+46.3%
Q4 2018$679,000
-0.7%
12,612
+0.4%
0.04%
+46.4%
Q3 2018$684,000
+172.5%
12,565
+178.5%
0.03%
+154.5%
Q2 2018$251,000
+21.3%
4,512
+22.8%
0.01%
+22.2%
Q1 2018$207,0000.0%3,6740.0%0.01%0.0%
Q4 2017$207,000
+639.3%
3,674
+639.2%
0.01%
+800.0%
Q3 2017$28,000
-28.2%
497
-28.3%
0.00%
-50.0%
Q2 2017$39,000
+56.0%
693
+55.7%
0.00%
+100.0%
Q1 2017$25,000
+25.0%
445
+24.0%
0.00%0.0%
Q4 2016$20,000
-65.5%
359
-64.1%
0.00%
-66.7%
Q3 2016$58,0000.0%1,000
-0.2%
0.00%0.0%
Q2 2016$58,000
+7.4%
1,002
+2.1%
0.00%
-25.0%
Q4 2015$54,0009810.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
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