ALTFEST L J & CO INC - 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
ALTFEST L J & CO INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$359
+25.1%
14,454
+30.2%
0.06%
+32.6%
Q2 2023$287
+16.7%
11,100
+20.5%
0.04%
+10.3%
Q1 2023$246
-16.6%
9,211
-19.7%
0.04%
-20.4%
Q4 2022$295
-99.9%
11,467
+20.4%
0.05%
+8.9%
Q3 2022$242,0009,5250.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
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