Clearstead Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 259 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$2,447
+22.4%
950.0%0.00%
Q3 2022$2,000
-75.0%
95
-68.9%
0.00%
-100.0%
Q2 2022$8,000
-11.1%
305
+1.3%
0.00%0.0%
Q1 2022$9,000
+50.0%
301
+46.1%
0.00%
Q4 2021$6,0000.0%2060.0%0.00%
Q3 2021$6,0000.0%2060.0%0.00%
Q2 2021$6,000
-25.0%
206
-24.5%
0.00%
-100.0%
Q1 2021$8,000
-11.1%
2730.0%0.00%0.0%
Q4 2020$9,000
+12.5%
2730.0%0.00%0.0%
Q3 2020$8,0000.0%2730.0%0.00%0.0%
Q2 2020$8,0000.0%2730.0%0.00%0.0%
Q1 2020$8,0002730.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stadion Money Management, LLC 3,213,617$81,497,0007.03%
UBP Investment Advisors SA 537,012$13,620,0007.01%
Treasure Coast Financial Planning 334,840$8,492,0006.82%
Valtinson Bruner Financial Planning LLC 346,070$8,776,0005.42%
Ameliora Wealth Management Ltd. 345,599$8,819,0004.78%
LINCOLN NATIONAL CORP 7,456,364$189,093,0004.66%
Bridge Advisory, LLC 349,755$8,870,0004.32%
Rinkey Investments 217,584$5,628,0004.25%
Cavalier Investments, LLC 333,730$8,463,0003.06%
Aurora Private Wealth, Inc. 238,923$6,059,0002.80%
View complete list of SPDR SER TR shareholders