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 ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders