VisionPoint Advisory Group, LLC - 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
VisionPoint Advisory Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$17,959
-3.9%
7230.0%0.01%0.0%
Q2 2023$18,682
-94.1%
723
-93.5%
0.01%
-94.6%
Q1 2022$317,000
-8.4%
11,093
-3.6%
0.15%
-2.6%
Q4 2021$346,000
-10.4%
11,507
-5.9%
0.15%
-12.2%
Q3 2021$386,00012,2290.17%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
UBP Investment Advisors SA 507,725$15,826,0008.15%
Bridge Advisory, LLC 447,134$13,937,0006.57%
LINCOLN NATIONAL CORP 7,262,291$226,366,0005.98%
Willow Creek Wealth Management Inc. 466,463$14,540,0005.48%
Pure Financial Advisors, LLC 1,385,234$43,178,0005.17%
Blueprint Investment Partners LLC 157$4,884,0003.95%
Deane Retirement Strategies, Inc. 382,374$11,918,0003.63%
Tempus Wealth Planning, LLC 81,053$2,526,0003.26%
Glovista Investments LLC 270,345$8,414,0002.74%
Valtinson Bruner Financial Planning LLC 104,147$3,231,0002.03%
View complete list of SPDR SER TR shareholders