Retirement Group, 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
Retirement Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$21,681
+3.2%
8390.0%0.01%
-47.1%
Q3 2022$21,0000.0%839
+23.7%
0.02%
+70.0%
Q2 2021$21,0000.0%6780.0%0.01%0.0%
Q1 2021$21,0000.0%6780.0%0.01%0.0%
Q4 2020$21,0000.0%6780.0%0.01%
-16.7%
Q3 2020$21,0006780.01%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,178,324$182,246,00018.85%
Fort Point Capital Partners LLC 38,358$2,200,0001.95%
PHILLIPS FINANCIAL MANAGEMENT, LLC 69,878$4,001,0001.19%
Pure Financial Advisors, LLC 48,664$2,791,0001.03%
BEACON TRUST CO 80,558$4,621,0000.76%
ASSETMARK, INC 237,399$13,617,0000.29%
Efficient Advisors, LLC 20,391$1,170,0000.27%
Lattice Strategies LLC 7,405$425,0000.22%
TIAA CREF TRUST CO FSB/MO 230,025$13,194,0000.19%
Beacon Capital Management, Inc. 14,094$808,0000.15%
View complete list of SPDR SER TR shareholders