CASCADE INVESTMENT GROUP, 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 Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
CASCADE INVESTMENT GROUP, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$218,111
+2.0%
8,178
-1.4%
0.22%
-3.2%
Q4 2022$213,7608,2980.22%
Other shareholders
SPDR SER TR shareholders Q1 2023
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