Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 5,781,017$174,934,00013.02%
Treasure Coast Financial Planning 330,955$10,015,0007.68%
Prentice Wealth Management LLC 506,673$15,340,0007.37%
Valtinson Bruner Financial Planning LLC 314,442$9,235,0005.29%
Rinkey Investments 174,318$5,006,0004.95%
LINCOLN NATIONAL CORP 7,688,087$232,642,0004.81%
DRIVE WEALTH MANAGEMENT, LLC 187,931$5,687,0004.80%
UBP Investment Advisors SA 167,040$12,850,0004.78%
Stadion Money Management, LLC 2,347,926$71,048,0004.04%
Bridge Advisory, LLC 301,173$9,113,0003.98%
View complete list of SPDR SER TR shareholders