Castleview Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$25,684
-2.0%
1,034
+2.0%
0.02%0.0%
Q2 2023$26,202
-3.5%
1,014
-0.4%
0.02%0.0%
Q1 2023$27,150
-33.2%
1,018
-35.5%
0.02%
-40.0%
Q4 2022$40,649
+1.6%
1,578
-0.1%
0.04%
+5.3%
Q3 2022$40,000
-100.0%
1,579
-78.3%
0.04%
-80.2%
Q2 2022$241,084,000
+502158.3%
7,290
+352.8%
0.19%
+540.0%
Q1 2022$48,000
-99.4%
1,610
-99.3%
0.03%
-50.0%
Q4 2021$7,537,000
+4182.4%
237,415
+4102.0%
0.06%
-22.1%
Q2 2021$176,0005,6500.08%
Other shareholders
SPDR SER TR shareholders Q2 2022
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