Kestra Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
Brio Consultants, LLC 785,394$15,366,0005.76%
Altavista Wealth Management, Inc. 261,454$5,115,0001.59%
SIGNET FINANCIAL MANAGEMENT, LLC 288,324$5,622,0001.10%
Pinnacle Wealth Planning Services, Inc. 43,717$855,0000.47%
Continuum Advisory, LLC 34,480$674,0000.45%
Newman Dignan & Sheerar, Inc. 34,879$682,0000.32%
RDA Financial Network 27,109$530,0000.23%
MONETA GROUP INVESTMENT ADVISORS LLC 70,534$1,380,0000.13%
FormulaFolio Investments, LLC 153,733$3,008,0000.12%
FLOW TRADERS U.S. LLC 82,209$1,608,0000.11%
View complete list of SPDR SER TR shareholders