KESTRA PRIVATE WEALTH SERVICES, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$218,517
-11.9%
8,797
-10.0%
0.01%
-50.0%
Q3 2022$248,000
-75.2%
9,773
-73.2%
0.01%
-75.4%
Q2 2022$1,002,000
-4.5%
36,408
+5.1%
0.06%
+9.6%
Q1 2022$1,049,000
-5.2%
34,657
-1.3%
0.05%
-1.9%
Q4 2021$1,106,000
+5.6%
35,111
+4.3%
0.05%
-8.6%
Q3 2021$1,047,000
-2.3%
33,679
-2.2%
0.06%
-10.8%
Q2 2021$1,072,000
+1.2%
34,427
-0.7%
0.06%
-12.2%
Q1 2021$1,059,000
-62.2%
34,661
-61.6%
0.07%
-64.1%
Q4 2020$2,803,000
-99.9%
90,259
-6.2%
0.21%
-20.2%
Q3 2020$2,968,000,00096,1790.26%
Other shareholders
SPDR SER TR shareholders Q2 2022
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