AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 134 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,439,978
-5.5%
178,743
-1.7%
0.03%
-3.6%
Q2 2023$4,699,070
+5.9%
181,853
+9.3%
0.03%
-3.4%
Q1 2023$4,435,660
+107.3%
166,316
+100.2%
0.03%
+93.3%
Q4 2022$2,139,762
-64.2%
83,065
-64.7%
0.02%
-68.1%
Q3 2022$5,970,000
+78.0%
235,411
+93.2%
0.05%
+74.1%
Q2 2022$3,354,000
-21.7%
121,866
-13.9%
0.03%
-6.9%
Q1 2022$4,283,000
-53.6%
141,548
-51.6%
0.03%
-54.7%
Q4 2021$9,221,000
+109.3%
292,728
+106.7%
0.06%
+77.8%
Q3 2021$4,405,000
+513.5%
141,641
+514.4%
0.04%
+500.0%
Q2 2021$718,000
+8.8%
23,054
+6.7%
0.01%
-14.3%
Q1 2021$660,000
-9.0%
21,604
-7.1%
0.01%
-12.5%
Q4 2020$725,000
+15.1%
23,267
+14.0%
0.01%
-11.1%
Q3 2020$630,000
+15.0%
20,401
+12.3%
0.01%
+12.5%
Q2 2020$548,000
+2.4%
18,166
-1.5%
0.01%
-33.3%
Q1 2020$535,000
+12.6%
18,439
+10.8%
0.01%
+20.0%
Q4 2019$475,000
+124.1%
16,642
+124.2%
0.01%
+66.7%
Q3 2019$212,000
-28.6%
7,424
+41.7%
0.01%
-33.3%
Q2 2019$297,000
-3.6%
5,240
-5.4%
0.01%
-57.1%
Q1 2019$308,000
-53.8%
5,539
-55.2%
0.02%
-81.6%
Q4 2018$667,000
+12.3%
12,372
+13.4%
0.11%
+245.5%
Q3 2018$594,000
+69.7%
10,910
+73.3%
0.03%
+37.5%
Q2 2018$350,000
+25.4%
6,296
+26.8%
0.02%
-27.3%
Q2 2017$279,0004,9660.03%
Other shareholders
SPDR SER TR shareholders Q3 2019
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