FirstPurpose Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 317 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$405,000
-5.8%
14,713
+3.7%
0.27%
-18.8%
Q1 2022$430,000
+14.1%
14,194
+18.6%
0.34%
+41.4%
Q4 2021$377,00011,9690.24%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 420,127$12,835,0007.97%
UBP Investment Advisors SA 523,206$15,980,0006.53%
LINCOLN NATIONAL CORP 7,561,811$231,013,0005.70%
Prentice Wealth Management LLC 328,415$10,033,0005.59%
Willow Creek Wealth Management Inc. 491,055$15,002,0005.51%
Pure Financial Advisors, LLC 1,362,607$41,628,0004.14%
Blueprint Investment Partners LLC 162,575$4,967,0003.87%
STRINGER ASSET MANAGEMENT, LLC 114,180$3,488,0003.65%
Tempus Wealth Planning, LLC 102,340$3,126,0003.31%
Deane Retirement Strategies, Inc. 197,682$6,032,0003.25%
View complete list of SPDR SER TR shareholders