Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 269 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
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 Q4 2022
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 265,104$7,070,3124.94%
LINCOLN NATIONAL CORP 7,713,630$205,722,5194.32%
Stadion Money Management, LLC 1,801,501$48,046,0323.80%
Prentice Wealth Management LLC 273,487$7,293,8983.48%
Rinkey Investments 243,646$6,498,0423.40%
Valtinson Bruner Financial Planning LLC 185,303$4,942,0312.82%
Collaborative Wealth Managment Inc. 167,716$4,472,9792.82%
Bridge Advisory, LLC 234,039$6,241,8072.41%
Aquire Wealth Advisors, LLC 175,067$4,669,0372.04%
Willow Creek Wealth Management Inc. 485,596$12,950,8452.00%
View complete list of SPDR SER TR shareholders