Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$370,000
-33.5%
12,225
-30.7%
0.01%
-27.3%
Q4 2021$556,00017,6520.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
LEGG MASON, INC. 1,787$100,00012.06%
UBP Investment Advisors SA 171,568$9,460,00011.15%
Financial Enhancement Group LLC 470,151$26,107,0008.99%
LINCOLN NATIONAL CORP 3,808,577$211,490,0007.74%
Willow Creek Wealth Management Inc. 126,070$7,001,0003.94%
Larson Financial Group LLC 49,706$2,760,0003.18%
Focused Wealth Management, Inc 155,050$8,610,0002.98%
Advisory Alpha, LLC 202,684$11,127,0002.79%
Quantitative Advantage, LLC 127,684$7,090,0002.06%
Merriman Wealth Management, LLC 144,122$8,003,0001.83%
View complete list of SPDR SER TR shareholders