Financial Advocates Investment Management - 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
Financial Advocates Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$250,000
-2.3%
9,872
+6.1%
0.02%0.0%
Q2 2022$256,000
-12.3%
9,303
-3.7%
0.02%
+10.5%
Q1 2022$292,000
-25.3%
9,660
-22.1%
0.02%
-24.0%
Q4 2021$391,000
+7.1%
12,402
+5.5%
0.02%0.0%
Q3 2021$365,000
+6.1%
11,751
+6.5%
0.02%
+8.7%
Q2 2021$344,000
-56.4%
11,032
-50.8%
0.02%
-58.9%
Q1 2021$789,000
-96.1%
22,423
-96.5%
0.06%
-95.9%
Q4 2020$20,164,000
+1728.1%
643,946
+3046.6%
1.38%
+813.2%
Q4 2018$1,103,000
-1.3%
20,465
-0.3%
0.15%
+20.8%
Q3 2018$1,118,000
+7.3%
20,519
+8.9%
0.12%
-0.8%
Q2 2018$1,042,000
+0.5%
18,844
+1.3%
0.13%
-6.7%
Q1 2018$1,037,000
+24.2%
18,597
+25.2%
0.14%
+18.4%
Q4 2017$835,00014,8500.11%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,221,973$187,358,00010.57%
BEACON TRUST CO 152,752$8,882,0001.49%
Fort Point Capital Partners LLC 46,567$2,708,0001.23%
Lattice Strategies LLC 17,476$1,016,0000.78%
FCG ADVISORS, LLC 42,646$2,480,0000.76%
PHILLIPS FINANCIAL MANAGEMENT, LLC 44,942$2,585,0000.69%
Pure Financial Advisors, LLC 36,737$2,136,0000.69%
CHATHAM CAPITAL GROUP, INC. 32,600$1,896,0000.60%
Cambria Investment Management, L.P. 17,083$993,0000.46%
Concorde Asset Management, LLC 4,036$235,0000.30%
View complete list of SPDR SER TR shareholders