Pinnacle Wealth Planning Services, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 40 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,314,171
+1.2%
183,306
+3.3%
0.55%
+3.2%
Q2 2023$3,274,803
+0.5%
177,400
+3.6%
0.53%
-2.4%
Q1 2023$3,259,666
+3.7%
171,291
+0.5%
0.54%
-2.9%
Q4 2022$3,143,289
+38.6%
170,368
+36.8%
0.56%
+33.2%
Q3 2022$2,268,000
-0.4%
124,534
+6.4%
0.42%
+2.4%
Q2 2022$2,278,000
-4.8%
117,042
+1.2%
0.41%
-6.2%
Q1 2022$2,392,000
-1.2%
115,648
+0.9%
0.44%
-7.8%
Q4 2021$2,421,000
+6.2%
114,609
+5.2%
0.47%
-6.2%
Q3 2021$2,280,000
+4.9%
108,980
+5.0%
0.50%
-0.2%
Q2 2021$2,173,000
+7.1%
103,750
+5.7%
0.50%
-2.9%
Q1 2021$2,029,000
+66.4%
98,185
+65.7%
0.52%
+78.7%
Q4 2020$1,219,000
+3.0%
59,265
+2.2%
0.29%
-25.6%
Q3 2020$1,183,000
+4.0%
57,999
-16.7%
0.39%
+5.7%
Q2 2020$1,138,000
+19.2%
69,604
+25.3%
0.37%
-18.5%
Q1 2020$955,000
+2.1%
55,566
+16.4%
0.45%
+3.2%
Q4 2019$935,000
+9.4%
47,718
+9.2%
0.44%
-5.6%
Q3 2019$855,000
+19.4%
43,717
+19.5%
0.47%
+7.9%
Q2 2019$716,000
+5.8%
36,579
+4.4%
0.43%
-4.8%
Q1 2019$677,000
-0.7%
35,034
-3.1%
0.45%
+4.1%
Q4 2018$682,000
+29.4%
36,162
+30.2%
0.44%
-9.5%
Q3 2018$527,000
+27.0%
27,766
+28.8%
0.48%
+19.6%
Q2 2018$415,000
+8.1%
21,551
+7.7%
0.40%
+2.0%
Q1 2018$384,00020,0180.40%
Other shareholders
SPDR SER TR shareholders Q4 2019
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