Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 199 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$1,0000.0%230.0%0.00%
Q1 2022$1,0000.0%230.0%0.00%
Q4 2021$1,0000.0%230.0%0.00%
Q3 2021$1,0000.0%230.0%0.00%
Q2 2021$1,0000.0%230.0%0.00%
-100.0%
Q1 2020$1,0000.0%230.0%0.00%
Q4 2019$1,000
-50.0%
23
-59.6%
0.00%
-100.0%
Q2 2019$2,0000.0%570.0%0.00%0.0%
Q1 2019$2,000
-99.1%
57
-98.9%
0.00%
-98.8%
Q4 2018$213,0005,3730.08%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
CNO Financial Group, Inc. 700,000$25,095,00037.86%
PROTECTIVE LIFE CORP 731,500$26,224,00019.91%
Sage Advisory Services, Ltd.Co. 353,054$12,657,0003.62%
Barry Investment Advisors, LLC 281,646$10,097,0003.03%
Long Run Wealth Advisors, LLC 167,675$6,011,0002.33%
Vickerman Investment Advisors, Inc. 130,718$4,686,0002.22%
Wayfinding Financial, LLC 63,084$2,261,0001.99%
Golden Green, Inc. 49,976$1,792,0001.88%
Columbus Macro, LLC 124,770$4,473,0001.70%
Shulman DeMeo Asset Management LLC 121,519$4,356,0001.44%
View complete list of SPDR SER TR shareholders