Castleview Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 123 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$86,434
-38.8%
4,781
-37.5%
0.08%
-37.0%
Q2 2023$141,219
+4.2%
7,650
+7.5%
0.13%
+5.8%
Q1 2023$135,475
-10.0%
7,119
-12.7%
0.12%
-18.4%
Q4 2022$150,533
-1.0%
8,159
-2.2%
0.15%
+1.4%
Q3 2022$152,000
-99.9%
8,344
+19.5%
0.14%
-31.3%
Q2 2022$265,835,000
+140553.4%
6,981
-23.8%
0.21%
+78.8%
Q1 2022$189,0009,1560.12%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 550,877$10,031,00034.93%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 338,541$6,165,0005.81%
Continuum Advisory, LLC 1,303,547$23,738,0004.19%
SIGNET FINANCIAL MANAGEMENT, LLC 1,020,410$18,582,0003.64%
Capital Analysts, LLC 2,849,907$51,897,0003.58%
Good Life Advisors, LLC 1,251,469$22,789,0003.36%
Shorepoint Capital Partners LLC 309,135$5,629,0002.69%
Aspire Private Capital, LLC 328,143$5,975,0002.27%
Brio Consultants, LLC 572,480$10,522,0002.22%
Fermata Advisors, LLC 339,318$6,179,0002.01%
View complete list of SPDR SER TR shareholders