Prosperity Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 198 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$203,671
-3.1%
7,8820.0%0.08%
-8.7%
Q1 2023$210,213
+3.5%
7,8820.0%0.09%
-8.0%
Q4 2022$203,040
+1.5%
7,8820.0%0.10%
-3.8%
Q3 2022$200,000
+1011.1%
7,882
+1207.1%
0.10%
+700.0%
Q1 2021$18,000
-5.3%
6030.0%0.01%
-18.8%
Q4 2020$19,0006030.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 272,697$6,773,7894.70%
LINCOLN NATIONAL CORP 7,830,403$194,507,2173.92%
Rinkey Investments 325,611$8,088,1813.71%
Stadion Money Management, LLC 1,505,220$37,389,6653.09%
Prentice Wealth Management LLC 254,039$6,310,3292.85%
Collaborative Wealth Managment Inc. 187,408$4,655,2132.78%
Valtinson Bruner Financial Planning LLC 152,356$3,784,5232.07%
Bridge Advisory, LLC 223,256$5,545,6911.94%
Willow Creek Wealth Management Inc. 522,255$12,972,8141.93%
Aquire Wealth Advisors, LLC 182,306$4,528,4861.89%
View complete list of SPDR SER TR shareholders