Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 180 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$5,334
+3.5%
2000.0%0.00%
Q4 2022$5,152
+3.0%
2000.0%0.00%
Q3 2022$5,000
-16.7%
2000.0%0.00%
Q2 2022$6,0000.0%2000.0%0.00%
Q1 2022$6,0000.0%2000.0%0.00%
Q4 2021$6,0000.0%2000.0%0.00%
Q3 2021$6,0000.0%2000.0%0.00%
Q2 2021$6,000
-100.0%
200
-50.0%
0.00%
Q1 2021$12,220,000
+203566.7%
400
+100.0%
0.00%
Q4 2020$6,0000.0%2000.0%0.00%
Q3 2020$6,0000.0%2000.0%0.00%
Q2 2020$6,000
+20.0%
2000.0%0.00%
Q1 2020$5,0000.0%2000.0%0.00%
Q4 2019$5,0000.0%2000.0%0.00%
Q3 2019$5,0000.0%200
+100.0%
0.00%
Q2 2019$5,000
-16.7%
100
-8.3%
0.00%
Q3 2018$6,000
-81.2%
109
-80.9%
0.00%
-100.0%
Q2 2018$32,000
+33.3%
572
+29.4%
0.00%0.0%
Q1 2018$24,000
+71.4%
442
+68.1%
0.00%
+100.0%
Q4 2017$14,000
+180.0%
263
+163.0%
0.00%0.0%
Q3 2017$5,0001000.00%
Other shareholders
SPDR SER TR shareholders Q3 2020
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