Avior Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$31,558
-14.3%
1,802
-12.9%
0.00%
-50.0%
Q1 2024$36,817
-3.3%
2,069
-3.4%
0.00%0.0%
Q4 2023$38,067
-55.8%
2,142
-55.9%
0.00%
-66.7%
Q3 2023$86,212
-48.5%
4,862
-46.9%
0.01%
-45.5%
Q2 2023$167,298
-15.3%
9,157
-12.5%
0.01%
-21.4%
Q1 2023$197,402
+4.3%
10,467
+1.1%
0.01%0.0%
Q4 2022$189,303
+1.2%
10,354
-0.3%
0.01%
-6.7%
Q3 2022$187,000
-8.8%
10,381
-2.6%
0.02%
-28.6%
Q2 2022$205,000
-4.2%
10,660
+2.7%
0.02%
+16.7%
Q1 2022$214,000
-1.8%
10,381
+0.5%
0.02%0.0%
Q4 2021$218,000
+0.9%
10,328
+0.6%
0.02%0.0%
Q3 2021$216,0000.0%10,266
+10.2%
0.02%
-18.2%
Q2 2021$216,000
+1.9%
9,313
-8.7%
0.02%
-4.3%
Q1 2021$212,000
-9.8%
10,198
-9.5%
0.02%
-20.7%
Q4 2020$235,000
+1.7%
11,267
+0.7%
0.03%
-12.1%
Q3 2020$231,000
+1.3%
11,185
-0.3%
0.03%
-8.3%
Q2 2020$228,000
+9.6%
11,217
+5.8%
0.04%
-12.2%
Q1 2020$208,000
+5.6%
10,605
+5.4%
0.04%
+28.1%
Q4 2019$197,000
+21.6%
10,058
+21.0%
0.03%
+14.3%
Q3 2019$162,000
+326.3%
8,313
+325.4%
0.03%
+300.0%
Q2 2019$38,0001,954
+5181.1%
0.01%
Q1 2019$0370.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
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