Gerber Kawasaki Wealth & Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 263 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gerber Kawasaki Wealth & Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,096,317
-21.9%
44,135
-18.8%
0.08%
-20.2%
Q2 2023$1,404,584
-49.0%
54,357
-47.3%
0.09%
-56.9%
Q1 2023$2,752,962
-5.1%
103,223
-8.3%
0.22%
-15.2%
Q4 2022$2,900,229
-71.4%
112,587
-71.8%
0.26%
-72.8%
Q3 2022$10,132,000
-14.7%
399,545
-7.5%
0.94%
-16.2%
Q2 2022$11,882,000
-58.6%
431,761
-54.2%
1.13%
-51.9%
Q1 2022$28,727,000
-5.1%
942,873
-1.2%
2.34%
-2.7%
Q4 2021$30,260,000
+11.3%
954,315
+9.1%
2.41%
-31.5%
Q3 2021$27,199,000
+26.4%
874,608
+26.5%
3.52%
+59.9%
Q2 2021$21,526,000
+23.8%
691,268
+21.5%
2.20%
+5.2%
Q1 2021$17,381,000568,9552.09%
Other shareholders
SPDR SER TR shareholders Q4 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