Clear Perspectives Financial Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 98 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$48,000
-98.9%
2,475
-98.8%
0.02%
-98.9%
Q1 2022$4,366,000
-67.2%
211,101
-66.5%
1.66%
-69.3%
Q4 2021$13,313,000
+21.3%
630,364
+21.2%
5.38%
+8.2%
Q3 2021$10,977,000
+43.7%
520,232
+43.9%
4.97%
+34.8%
Q2 2021$7,640,000
+6.7%
361,497
+5.3%
3.69%
-11.1%
Q1 2021$7,161,000
+729.8%
343,140
+731.4%
4.15%
+658.5%
Q4 2020$863,00041,2750.55%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 255,790$4,632,3574.11%
Brio Consultants, LLC 665,055$12,024,1982.26%
Aspire Private Capital, LLC 338,694$6,123,5922.00%
Treasure Coast Financial Planning 134,627$2,434,0561.69%
SIGNET FINANCIAL MANAGEMENT, LLC 477,661$8,636,1121.43%
Paladin Advisory Group, LLC 80,761$1,460,1591.23%
Continuum Advisory, LLC 379,154$6,855,1091.10%
Capital Wealth Alliance, LLC 66,423$1,200,9190.90%
Raleigh Capital Management Inc. 90,575$1,637,6000.84%
Tradition Wealth Management, LLC 311,154$5,6260.67%
View complete list of SPDR SER TR shareholders