PEAK FINANCIAL ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 407 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

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 Q4 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders