FormulaFolio Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 74 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$441,000
-24.4%
20,871
-24.1%
0.15%
-22.6%
Q1 2021$583,000
-21.7%
27,500
-22.9%
0.19%
+1087.5%
Q4 2020$745,000
-1.3%
35,659
-2.1%
0.02%
-44.8%
Q3 2020$755,000
-25.5%
36,414
-26.9%
0.03%
-29.3%
Q2 2020$1,013,000
-13.5%
49,804
-16.5%
0.04%
-34.9%
Q1 2020$1,171,000
+9.2%
59,633
+9.1%
0.06%
+65.8%
Q4 2019$1,072,000
-64.4%
54,673
-64.4%
0.04%
-67.2%
Q3 2019$3,008,000
+19.0%
153,733
+19.2%
0.12%
+9.4%
Q2 2019$2,527,000
+10.1%
128,970
+8.7%
0.11%
+5.0%
Q1 2019$2,295,000
+25.7%
118,690
+23.4%
0.10%
+26.2%
Q4 2018$1,826,000
+0.1%
96,153
+0.1%
0.08%0.0%
Q3 2018$1,824,000
+35.6%
96,043
+37.6%
0.08%
+25.0%
Q2 2018$1,345,000
+306.3%
69,797
+304.2%
0.06%
+236.8%
Q1 2018$331,00017,2690.02%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
SIGNET FINANCIAL MANAGEMENT, LLC 783,324$16,556,0005.67%
Continuum Advisory, LLC 777,443$16,431,0005.11%
Clear Perspectives Financial Planning, LLC 361,497$7,640,0003.69%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 177,015$3,804,0003.09%
Altavista Wealth Management, Inc. 581,520$12,290,0002.68%
Brio Consultants, LLC 386,036$8,159,0002.08%
Newman Dignan & Sheerar, Inc. 138,928$2,936,0000.99%
Pallas Capital Advisors LLC 288,423$6,146,0000.86%
Pinnacle Wealth Planning Services, Inc. 103,750$2,173,0000.50%
WBI INVESTMENTS, LLC 154,531$3,266,0000.50%
View complete list of SPDR SER TR shareholders