PEAK FINANCIAL ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$321,000
-5.6%
10,241
-1.6%
0.40%
+17.2%
Q2 2022$340,000
+14.5%
10,406
+19.8%
0.34%
+32.2%
Q1 2022$297,000
-15.9%
8,689
-10.9%
0.26%
-6.2%
Q4 2021$353,000
-50.5%
9,754
-49.1%
0.27%
-55.7%
Q4 2020$713,00019,1770.61%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 659,457$24,519,00019.80%
SevenOneSeven Capital Management 49,346$1,835,00015.70%
Adams Wealth Management 386,128$14,356,0009.02%
ERTS Wealth Advisors, LLC 627,210$23,320,0007.57%
Occidental Asset Management, LLC 539,701$20,066,0006.65%
TRUEFG, LLC 298,077$11,083,0006.64%
Copperleaf Capital, LLC 192,335$7,151,0006.11%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,138,472$42,329,0006.01%
HNP Capital LLC 492,742$18,320,0006.00%
CLIENT 1ST ADVISORY GROUP, LLC 243,881$9,024,0005.86%
View complete list of SPDR SER TR shareholders