Prosperity Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 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 Q3 2022
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