VisionPoint Advisory Group, 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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$124,554
+151.3%
6,889
+156.6%
0.05%
+165.0%
Q2 2023$49,568
-80.1%
2,685
-78.5%
0.02%
-82.6%
Q1 2022$249,000
-22.4%
12,482
-20.0%
0.12%
-17.9%
Q4 2021$321,000
-9.8%
15,608
-6.6%
0.14%
-11.9%
Q3 2021$356,0000.0%16,710
-0.7%
0.16%0.0%
Q2 2021$356,00016,8340.16%
Other shareholders
SPDR SER TR shareholders Q2 2022
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