Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 162 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2020
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,221,973$187,358,00010.57%
BEACON TRUST CO 152,752$8,882,0001.49%
Fort Point Capital Partners LLC 46,567$2,708,0001.23%
Lattice Strategies LLC 17,476$1,016,0000.78%
FCG ADVISORS, LLC 42,646$2,480,0000.76%
PHILLIPS FINANCIAL MANAGEMENT, LLC 44,942$2,585,0000.69%
Pure Financial Advisors, LLC 36,737$2,136,0000.69%
CHATHAM CAPITAL GROUP, INC. 32,600$1,896,0000.60%
Cambria Investment Management, L.P. 17,083$993,0000.46%
Concorde Asset Management, LLC 4,036$235,0000.30%
View complete list of SPDR SER TR shareholders