Tortoise Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 50 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$33,0000.0%1,5950.0%0.01%
-12.5%
Q4 2020$33,0000.0%1,5950.0%0.01%0.0%
Q3 2020$33,000
+3.1%
1,5950.0%0.01%0.0%
Q2 2020$32,000
+3.2%
1,5950.0%0.01%
-11.1%
Q1 2020$31,000
-85.1%
1,595
-84.9%
0.01%
-81.6%
Q4 2019$208,000
-15.4%
10,595
-15.7%
0.05%
-22.2%
Q3 2019$246,000
-11.5%
12,575
-11.3%
0.06%
-10.0%
Q2 2019$278,000
+1.5%
14,1800.0%0.07%
-2.8%
Q1 2019$274,000
+15.6%
14,180
+13.0%
0.07%
+12.5%
Q4 2018$237,000
+1294.1%
12,550
+1326.1%
0.06%
+1500.0%
Q3 2018$17,0008800.00%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Continuum Advisory, LLC 708,828$14,885,0006.20%
Clear Perspectives Financial Planning, LLC 343,140$7,161,0004.15%
SIGNET FINANCIAL MANAGEMENT, LLC 715,044$14,923,0002.80%
Altavista Wealth Management, Inc. 492,990$10,289,0002.51%
Brio Consultants, LLC 354,341$7,395,0002.18%
Pallas Capital Advisors LLC 240,303$5,106,0001.14%
Newman Dignan & Sheerar, Inc. 135,282$2,823,0001.02%
Pinnacle Wealth Planning Services, Inc. 98,185$2,029,0000.52%
V Wealth Advisors LLC 50,199$1,048,0000.19%
FormulaFolio Investments, LLC 27,500$583,0000.19%
View complete list of SPDR SER TR shareholders