Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$273,804
-15.5%
15,144
-13.7%
0.00%0.0%
Q2 2023$323,973
-1.6%
17,550
+1.5%
0.00%
-25.0%
Q1 2023$329,158
-7.5%
17,297
-10.3%
0.00%
+33.3%
Q4 2022$355,716
-99.9%
19,280
-48.9%
0.00%
-25.0%
Q3 2022$343,343,000
+137788.8%
37,710
+194.5%
0.00%
+33.3%
Q2 2022$249,000
+6.4%
12,805
+15.7%
0.00%
+50.0%
Q3 2021$234,00011,0670.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Continuum Advisory, LLC 496,168$10,372,0004.72%
SIGNET FINANCIAL MANAGEMENT, LLC 611,823$12,790,0002.59%
Altavista Wealth Management, Inc. 473,583$9,900,0002.51%
Brio Consultants, LLC 342,188$7,153,0002.31%
Clear Perspectives Financial Planning, LLC 41,275$863,0000.55%
Newman Dignan & Sheerar, Inc. 89,100$1,863,0000.30%
Pinnacle Wealth Planning Services, Inc. 59,265$1,219,0000.29%
V Wealth Advisors LLC 45,894$959,0000.20%
CreativeOne Wealth, LLC 110,092$2,301,0000.19%
Mutual Advisors, LLC 79,581$1,664,0000.12%
View complete list of SPDR SER TR shareholders