RETIREMENT CAPITAL STRATEGIES - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$337,000
-97.2%
11,459
-97.0%
0.14%
-96.9%
Q4 2021$11,904,000
+1.8%
377,913
+0.5%
4.37%
-2.6%
Q3 2021$11,692,000
-6.2%
375,956
-6.1%
4.49%
-5.6%
Q2 2021$12,466,000400,3374.75%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
LEGG MASON, INC. 1,787$100,00012.06%
UBP Investment Advisors SA 171,568$9,460,00011.15%
Financial Enhancement Group LLC 470,151$26,107,0008.99%
LINCOLN NATIONAL CORP 3,808,577$211,490,0007.74%
Willow Creek Wealth Management Inc. 126,070$7,001,0003.94%
Larson Financial Group LLC 49,706$2,760,0003.18%
Focused Wealth Management, Inc 155,050$8,610,0002.98%
Advisory Alpha, LLC 202,684$11,127,0002.79%
Quantitative Advantage, LLC 127,684$7,090,0002.06%
Merriman Wealth Management, LLC 144,122$8,003,0001.83%
View complete list of SPDR SER TR shareholders