Perigon Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,579,908
-50.7%
142,694
-49.6%
0.10%
+1.9%
Q2 2023$5,228,352
+69.9%
283,226
+75.2%
0.10%
-41.1%
Q1 2023$3,076,904
+8.8%
161,687
+5.5%
0.18%
+98.9%
Q4 2022$2,828,256153,2930.09%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 255,790$4,632,3574.11%
Brio Consultants, LLC 665,055$12,024,1982.26%
Aspire Private Capital, LLC 338,694$6,123,5922.00%
Treasure Coast Financial Planning 134,627$2,434,0561.69%
SIGNET FINANCIAL MANAGEMENT, LLC 477,661$8,636,1121.43%
Paladin Advisory Group, LLC 80,761$1,460,1591.23%
Continuum Advisory, LLC 379,154$6,855,1091.10%
Capital Wealth Alliance, LLC 66,423$1,200,9190.90%
Raleigh Capital Management Inc. 90,575$1,637,6000.84%
Tradition Wealth Management, LLC 311,154$5,6260.67%
View complete list of SPDR SER TR shareholders