Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 163 filers reported holding SPDR SER TR in Q4 2019. 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$4,0000.0%1420.0%0.00%0.0%
Q1 2022$4,0000.0%1420.0%0.00%0.0%
Q4 2021$4,0000.0%1420.0%0.00%0.0%
Q3 2021$4,0000.0%1420.0%0.00%0.0%
Q2 2021$4,0000.0%1420.0%0.00%
-50.0%
Q1 2020$4,0000.0%1420.0%0.00%
+300.0%
Q4 2019$4,000
-87.9%
142
-75.7%
0.00%
-90.9%
Q2 2019$33,0000.0%5850.0%0.01%0.0%
Q1 2019$33,000
-97.2%
585
-97.3%
0.01%
-97.5%
Q4 2018$1,179,00021,8790.44%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
LEGG MASON, INC. 1,787$100,00012.06%
UBP Investment Advisors SA 171,568$9,460,00011.15%
Financial Enhancement Group LLC 470,151$26,107,0008.99%
LINCOLN NATIONAL CORP 3,808,577$211,490,0007.74%
Willow Creek Wealth Management Inc. 126,070$7,001,0003.94%
Larson Financial Group LLC 49,706$2,760,0003.18%
Focused Wealth Management, Inc 155,050$8,610,0002.98%
Advisory Alpha, LLC 202,684$11,127,0002.79%
Quantitative Advantage, LLC 127,684$7,090,0002.06%
Merriman Wealth Management, LLC 144,122$8,003,0001.83%
View complete list of SPDR SER TR shareholders