Covestor Ltd - 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 Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$16
+100.0%
657
+116.8%
0.01%
+100.0%
Q2 2023$8
-11.1%
303
-7.3%
0.01%
-25.0%
Q1 2023$9
+125.0%
327
+77.7%
0.01%
+300.0%
Q4 2022$4
-99.6%
184
+868.4%
0.00%
+100.0%
Q4 2021$1,000190.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 5,781,017$174,934,00013.02%
Treasure Coast Financial Planning 330,955$10,015,0007.68%
Prentice Wealth Management LLC 506,673$15,340,0007.37%
Valtinson Bruner Financial Planning LLC 314,442$9,235,0005.29%
Rinkey Investments 174,318$5,006,0004.95%
LINCOLN NATIONAL CORP 7,688,087$232,642,0004.81%
DRIVE WEALTH MANAGEMENT, LLC 187,931$5,687,0004.80%
UBP Investment Advisors SA 167,040$12,850,0004.78%
Stadion Money Management, LLC 2,347,926$71,048,0004.04%
Bridge Advisory, LLC 301,173$9,113,0003.98%
View complete list of SPDR SER TR shareholders