WFA of San Diego, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$56,511
-5.3%
2,275
-1.5%
0.06%
-1.7%
Q2 2023$59,691
-50.2%
2,310
-50.4%
0.06%
-35.9%
Q4 2022$119,913
-7.8%
4,655
-1.4%
0.09%
-17.1%
Q2 2022$130,000
-10.3%
4,719
+2.4%
0.11%
+32.1%
Q4 2021$145,0000.0%4,608
-1.1%
0.08%
-16.8%
Q3 2021$145,000
-32.6%
4,658
-34.7%
0.10%
+102.0%
Q2 2020$215,0007,1380.05%
Other shareholders
SPDR SER TR shareholders Q2 2022
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