OptiFour Integrated Wealth Management, LLC - 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
OptiFour Integrated Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$5,358,000
+0.1%
187,668
+0.0%
3.68%
-3.0%
Q3 2019$5,351,000
+1.7%
187,606
+101.7%
3.80%
+3.3%
Q2 2019$5,264,000
+1.2%
93,026
-0.5%
3.68%
-13.5%
Q1 2019$5,203,000
+8.9%
93,448
+5.4%
4.25%
-2.6%
Q4 2018$4,776,00088,6334.36%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
UBP Investment Advisors SA 507,725$15,826,0008.15%
Bridge Advisory, LLC 447,134$13,937,0006.57%
LINCOLN NATIONAL CORP 7,262,291$226,366,0005.98%
Willow Creek Wealth Management Inc. 466,463$14,540,0005.48%
Pure Financial Advisors, LLC 1,385,234$43,178,0005.17%
Blueprint Investment Partners LLC 157$4,884,0003.95%
Deane Retirement Strategies, Inc. 382,374$11,918,0003.63%
Tempus Wealth Planning, LLC 81,053$2,526,0003.26%
Glovista Investments LLC 270,345$8,414,0002.74%
Valtinson Bruner Financial Planning LLC 104,147$3,231,0002.03%
View complete list of SPDR SER TR shareholders