Clear Perspectives Financial Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 123 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 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