ERn Financial, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 180 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ERn Financial, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,285,298
+2.0%
172,516
+6.1%
0.93%
+5.8%
Q2 2023$4,200,582
-1.3%
162,561
+1.9%
0.88%
-6.0%
Q1 2023$4,253,861
+8.8%
159,500
+5.1%
0.94%
+4.9%
Q4 2022$3,910,235
+7.6%
151,795
+5.9%
0.89%
-4.2%
Q3 2022$3,635,000
-0.2%
143,342
+8.3%
0.93%
+4.7%
Q2 2022$3,642,000
-9.8%
132,332
-0.8%
0.89%
-0.7%
Q1 2022$4,038,000
-5.0%
133,441
-1.1%
0.89%
-5.7%
Q4 2021$4,250,000
+1.9%
134,909
+0.6%
0.95%
-11.3%
Q3 2021$4,172,000
+5.9%
134,140
+6.0%
1.07%
-23.5%
Q2 2021$3,941,000
+11.5%
126,569
+9.3%
1.40%
+2.1%
Q1 2021$3,536,000
-2.0%
115,754
-0.0%
1.37%
-7.9%
Q4 2020$3,609,000
-1.7%
115,786
-2.6%
1.49%
-13.5%
Q3 2020$3,671,000
+5.0%
118,904
+2.5%
1.72%
-3.0%
Q2 2020$3,496,000
+4.2%
115,995
+0.4%
1.77%
-19.7%
Q1 2020$3,355,000
-5.0%
115,518
-6.7%
2.21%
+7.4%
Q4 2019$3,533,000
-0.5%
123,758
-0.6%
2.05%
-18.9%
Q3 2019$3,549,000
-0.8%
124,456
+96.9%
2.53%
-5.9%
Q2 2019$3,576,000
+0.9%
63,197
-1.6%
2.69%
+26.1%
Q1 2019$3,544,000
+1.4%
64,201
-1.0%
2.14%
-31.9%
Q4 2018$3,496,00064,8673.14%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,178,324$182,246,00018.85%
Fort Point Capital Partners LLC 38,358$2,200,0001.95%
PHILLIPS FINANCIAL MANAGEMENT, LLC 69,878$4,001,0001.19%
Pure Financial Advisors, LLC 48,664$2,791,0001.03%
BEACON TRUST CO 80,558$4,621,0000.76%
ASSETMARK, INC 237,399$13,617,0000.29%
Efficient Advisors, LLC 20,391$1,170,0000.27%
Lattice Strategies LLC 7,405$425,0000.22%
TIAA CREF TRUST CO FSB/MO 230,025$13,194,0000.19%
Beacon Capital Management, Inc. 14,094$808,0000.15%
View complete list of SPDR SER TR shareholders