Spartan Planning & Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Spartan Planning & Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$920,620
+7.2%
37,062
+11.2%
1.08%
+0.8%
Q4 2022$858,622
+1.3%
33,332
-0.3%
1.07%
-3.6%
Q3 2022$848,000
-1.2%
33,433
+7.3%
1.11%
-3.1%
Q2 2022$858,000
-99.9%
31,162
-6.6%
1.14%
-9.4%
Q1 2022$1,010,000,00033,3751.26%
Other shareholders
SPDR SER TR shareholders Q1 2022
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