VisionPoint Advisory Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 230 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 420,127$12,835,0007.97%
UBP Investment Advisors SA 523,206$15,980,0006.53%
LINCOLN NATIONAL CORP 7,561,811$231,013,0005.70%
Prentice Wealth Management LLC 328,415$10,033,0005.59%
Willow Creek Wealth Management Inc. 491,055$15,002,0005.51%
Pure Financial Advisors, LLC 1,362,607$41,628,0004.14%
Blueprint Investment Partners LLC 162,575$4,967,0003.87%
STRINGER ASSET MANAGEMENT, LLC 114,180$3,488,0003.65%
Tempus Wealth Planning, LLC 102,340$3,126,0003.31%
Deane Retirement Strategies, Inc. 197,682$6,032,0003.25%
View complete list of SPDR SER TR shareholders