Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$51,401
-2.1%
2,8430.0%0.00%0.0%
Q2 2023$52,482
-65.6%
2,843
-64.6%
0.00%
-50.0%
Q1 2023$152,735
+3.1%
8,0260.0%0.00%
-33.3%
Q4 2022$148,080
+1.4%
8,0260.0%0.00%0.0%
Q3 2022$146,000
-6.4%
8,0260.0%0.00%0.0%
Q2 2022$156,000
-26.4%
8,026
-21.5%
0.00%0.0%
Q1 2022$212,000
+371.1%
10,228
+382.0%
0.00%
+200.0%
Q4 2021$45,000
+50.0%
2,122
+50.1%
0.00%0.0%
Q3 2021$30,000
+42.9%
1,414
+41.4%
0.00%
Q4 2020$21,0001,0000.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 490,533$10,144,0007.13%
ODonnell Financial Services, LLC 610,000$12,615,0005.74%
Continuum Advisory, LLC 1,194,362$24,293,0004.61%
Capital Analysts, LLC 2,730,870$56,474,0003.58%
SIGNET FINANCIAL MANAGEMENT, LLC 892,532$18,458,0003.09%
Good Life Advisors, LLC 1,173,107$24,260,0003.03%
Private Wealth Group, LLC 162,061$3,351,0002.47%
Fermata Advisors, LLC 307,200$6,353,0002.38%
Aspire Private Capital, LLC 307,160$6,352,0002.03%
Brio Consultants, LLC 444,282$9,188,0001.96%
View complete list of SPDR SER TR shareholders