Continuum Advisory, LLC - 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
Continuum Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,366,266
-3.7%
55,003
+0.2%
0.22%
-3.1%
Q2 2023$1,418,786
-2.8%
54,907
+0.4%
0.23%
-8.9%
Q1 2023$1,459,167
+4.3%
54,712
+0.7%
0.25%
-1.6%
Q4 2022$1,399,050
-4.6%
54,311
-6.0%
0.25%
-2.7%
Q3 2022$1,466,000
-21.8%
57,807
-15.1%
0.26%
-24.0%
Q2 2022$1,875,000
-4.8%
68,126
+1.5%
0.34%
-8.8%
Q1 2022$1,970,000
-18.1%
67,107
-12.1%
0.37%
-30.9%
Q4 2021$2,405,000
+10.2%
76,336
+8.8%
0.54%
-7.5%
Q3 2021$2,182,000
+32.2%
70,164
+32.3%
0.58%
+14.0%
Q2 2021$1,651,000
+14.4%
53,014
+12.9%
0.51%
-14.6%
Q1 2021$1,443,000
+3.5%
46,941
+4.9%
0.60%
-5.2%
Q4 2020$1,394,000
-3.0%
44,731
-4.1%
0.63%
-19.3%
Q3 2020$1,437,000
+2.5%
46,655
+0.4%
0.79%
-10.6%
Q2 2020$1,402,000
-51.5%
46,490
-53.3%
0.88%
-54.9%
Q1 2020$2,892,000
+6.3%
99,515
+4.4%
1.95%
+23.1%
Q4 2019$2,721,000
+43.0%
95,305
+42.9%
1.58%
+24.2%
Q3 2019$1,903,000
+10.9%
66,710
+118.5%
1.27%
+8.1%
Q2 2019$1,716,000
+27.3%
30,531
+25.4%
1.18%
+17.0%
Q1 2019$1,348,000
+20.7%
24,349
+17.5%
1.01%
+22.7%
Q4 2018$1,117,000
-15.5%
20,724
-15.0%
0.82%
-6.6%
Q3 2018$1,322,000
+19.0%
24,370
+21.8%
0.88%
+8.0%
Q2 2018$1,111,000
+77.2%
20,006
+77.9%
0.81%
+55.0%
Q1 2018$627,00011,2460.52%
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