Moisand Fitzgerald Tamayo, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$22,592
+182.4%
877
+187.5%
0.01%
+150.0%
Q3 2022$8,0000.0%3050.0%0.00%0.0%
Q2 2022$8,000
-20.0%
3050.0%0.00%
-33.3%
Q4 2021$10,000
+11.1%
3050.0%0.00%0.0%
Q3 2021$9,0000.0%3050.0%0.00%0.0%
Q2 2021$9,0000.0%3050.0%0.00%
-25.0%
Q1 2021$9,000
-10.0%
3050.0%0.00%
-20.0%
Q4 2020$10,0003050.01%
Other shareholders
SPDR SER TR shareholders Q3 2022
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