Patriot Financial Group Insurance Agency, LLC - 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
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$214,195
-17.5%
8,623
-14.2%
0.04%
-10.2%
Q2 2023$259,614
-8.7%
10,047
-5.7%
0.05%
-15.5%
Q1 2023$284,249
+2.3%
10,658
-1.2%
0.06%
+56.8%
Q4 2022$277,847
+4.1%
10,786
+2.6%
0.04%
-43.1%
Q3 2022$267,000
-12.7%
10,512
-5.5%
0.06%
+4.8%
Q2 2022$306,000
+2.3%
11,118
+12.6%
0.06%
+17.0%
Q1 2022$299,000
-10.2%
9,873
-6.6%
0.05%
-3.6%
Q4 2021$333,000
-11.2%
10,575
-12.2%
0.06%
-16.7%
Q3 2021$375,000
+2.7%
12,044
+2.8%
0.07%
-1.5%
Q2 2021$365,000
+34.2%
11,716
+31.4%
0.07%
+8.1%
Q1 2021$272,000
-12.3%
8,917
-10.3%
0.06%
-20.5%
Q4 2020$310,000
+6.9%
9,937
+5.7%
0.08%
-17.0%
Q3 2020$290,000
+3.6%
9,403
+1.1%
0.09%
-12.1%
Q2 2020$280,000
-14.1%
9,301
-17.2%
0.11%
-28.2%
Q1 2020$326,000
-2.1%
11,232
-3.8%
0.15%
+19.2%
Q4 2019$333,000
+57.8%
11,675
+58.1%
0.12%
+31.6%
Q3 2019$211,000
+113.1%
7,384
+317.4%
0.10%
+120.9%
Q2 2019$99,000
+890.0%
1,769
+922.5%
0.04%
+760.0%
Q1 2019$10,000
+25.0%
173
+16.9%
0.01%0.0%
Q4 2018$8,000
+14.3%
148
+21.3%
0.01%
+25.0%
Q3 2018$7,0001220.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 420,127$12,835,0007.97%
UBP Investment Advisors SA 523,206$15,980,0006.53%
LINCOLN NATIONAL CORP 7,561,811$231,013,0005.70%
Prentice Wealth Management LLC 328,415$10,033,0005.59%
Willow Creek Wealth Management Inc. 491,055$15,002,0005.51%
Pure Financial Advisors, LLC 1,362,607$41,628,0004.14%
Blueprint Investment Partners LLC 162,575$4,967,0003.87%
STRINGER ASSET MANAGEMENT, LLC 114,180$3,488,0003.65%
Tempus Wealth Planning, LLC 102,340$3,126,0003.31%
Deane Retirement Strategies, Inc. 197,682$6,032,0003.25%
View complete list of SPDR SER TR shareholders