Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 238 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$746,191
+7.1%
30,040
+11.5%
0.01%
+8.3%
Q2 2023$696,471
+115592.9%
26,953
+19.4%
0.01%0.0%
Q1 2023$602
+6.7%
22,567
+3.1%
0.01%
-20.0%
Q4 2022$564
-99.9%
21,882
+32.4%
0.02%
+15.4%
Q3 2022$419,000
-6.5%
16,531
+1.6%
0.01%
-7.1%
Q2 2022$448,000
-30.5%
16,267
-23.7%
0.01%
-30.0%
Q1 2022$645,000
+200.0%
21,321
+212.3%
0.02%
+233.3%
Q4 2021$215,000
-12.2%
6,828
-13.2%
0.01%
-25.0%
Q3 2021$245,000
+5.2%
7,866
+5.3%
0.01%0.0%
Q2 2021$233,0007,4680.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
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