Pathstone Holdings, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 230 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 16.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$392,485
-4.1%
15,440
-3.3%
0.00%0.0%
Q1 2024$409,254
+0.2%
15,9740.0%0.00%0.0%
Q4 2023$408,54615,9740.00%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
LINCOLN NATIONAL CORP 3,221,973$187,358,00010.57%
BEACON TRUST CO 152,752$8,882,0001.49%
Fort Point Capital Partners LLC 46,567$2,708,0001.23%
Lattice Strategies LLC 17,476$1,016,0000.78%
FCG ADVISORS, LLC 42,646$2,480,0000.76%
PHILLIPS FINANCIAL MANAGEMENT, LLC 44,942$2,585,0000.69%
Pure Financial Advisors, LLC 36,737$2,136,0000.69%
CHATHAM CAPITAL GROUP, INC. 32,600$1,896,0000.60%
Cambria Investment Management, L.P. 17,083$993,0000.46%
Concorde Asset Management, LLC 4,036$235,0000.30%
View complete list of SPDR SER TR shareholders