Wealth Advisory Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 237 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,795,262
-4.0%
69,476
-0.9%
0.48%
-3.8%
Q1 2023$1,869,490
+6.1%
70,097
+2.5%
0.50%
+5.1%
Q4 2022$1,761,317
+0.0%
68,374
-1.5%
0.47%
-2.9%
Q3 2022$1,761,000
-6.6%
69,447
+1.4%
0.49%
+5.0%
Q2 2022$1,885,000
+79.0%
68,485
+96.7%
0.46%
+111.9%
Q1 2022$1,053,000
+29.7%
34,809
+33.4%
0.22%
+21.7%
Q3 2021$812,000
+41.7%
26,101
+41.9%
0.18%
+32.4%
Q2 2021$573,000
+57200.0%
18,395
+1.8%
0.14%
+13500.0%
Q1 2021$1,000
-99.8%
18,068
-1.8%
0.00%
-99.4%
Q4 2020$573,000
+0.7%
18,407
-0.1%
0.16%
+3.3%
Q3 2020$569,000
+2.9%
18,434
+0.4%
0.15%
-1.9%
Q2 2020$553,000
+3.6%
18,355
-0.3%
0.15%
-14.9%
Q1 2020$534,000
+58.9%
18,406
+56.2%
0.18%
+103.4%
Q4 2019$336,00011,7860.09%
Other shareholders
SPDR SER TR shareholders Q3 2023
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