VisionPoint Advisory Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 135 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
Q2 2024$152,848
-3.3%
8,271
-2.5%
0.05%
-5.3%
Q1 2024$158,086
-9.5%
8,481
-9.8%
0.06%
-10.9%
Q4 2023$174,746
+40.3%
9,400
+36.4%
0.06%
+20.8%
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 ↓
Continuum Advisory, LLC 708,828$14,885,0006.20%
Clear Perspectives Financial Planning, LLC 343,140$7,161,0004.15%
SIGNET FINANCIAL MANAGEMENT, LLC 715,044$14,923,0002.80%
Altavista Wealth Management, Inc. 492,990$10,289,0002.51%
Brio Consultants, LLC 354,341$7,395,0002.18%
Pallas Capital Advisors LLC 240,303$5,106,0001.14%
Newman Dignan & Sheerar, Inc. 135,282$2,823,0001.02%
Pinnacle Wealth Planning Services, Inc. 98,185$2,029,0000.52%
V Wealth Advisors LLC 50,199$1,048,0000.19%
FormulaFolio Investments, LLC 27,500$583,0000.19%
View complete list of SPDR SER TR shareholders