COMPASS FINANCIAL ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 281 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$438,135
+13.1%
16,428
+9.2%
0.56%
+6.5%
Q4 2022$387,482
+1.2%
15,042
-0.3%
0.52%
-8.3%
Q3 2022$383,000
-13.9%
15,093
-6.7%
0.57%
-6.3%
Q2 2022$445,000
+6.7%
16,184
+17.6%
0.61%
+31.7%
Q1 2022$417,00013,7670.46%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
UBP Investment Advisors SA 507,725$15,826,0008.15%
Bridge Advisory, LLC 447,134$13,937,0006.57%
LINCOLN NATIONAL CORP 7,262,291$226,366,0005.98%
Willow Creek Wealth Management Inc. 466,463$14,540,0005.48%
Pure Financial Advisors, LLC 1,385,234$43,178,0005.17%
Blueprint Investment Partners LLC 157$4,884,0003.95%
Deane Retirement Strategies, Inc. 382,374$11,918,0003.63%
Tempus Wealth Planning, LLC 81,053$2,526,0003.26%
Glovista Investments LLC 270,345$8,414,0002.74%
Valtinson Bruner Financial Planning LLC 104,147$3,231,0002.03%
View complete list of SPDR SER TR shareholders