Colonial River Wealth Management, 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
Colonial River Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$636,552
-35.7%
35,207
-34.3%
0.42%
-36.0%
Q2 2023$989,629
-35.2%
53,609
-33.2%
0.65%
-27.5%
Q1 2023$1,528,124
+2.4%
80,301
-0.7%
0.90%
-5.8%
Q4 2022$1,491,753
-14.4%
80,854
-15.5%
0.95%
-21.6%
Q3 2022$1,743,000
-10.1%
95,707
-3.9%
1.21%
-4.4%
Q2 2022$1,939,000
+123.9%
99,626
+138.0%
1.27%
+154.0%
Q1 2022$866,000
+31.2%
41,868
+34.0%
0.50%
+40.8%
Q4 2021$660,00031,2560.36%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 490,533$10,144,0007.13%
ODonnell Financial Services, LLC 610,000$12,615,0005.74%
Continuum Advisory, LLC 1,194,362$24,293,0004.61%
Capital Analysts, LLC 2,730,870$56,474,0003.58%
SIGNET FINANCIAL MANAGEMENT, LLC 892,532$18,458,0003.09%
Good Life Advisors, LLC 1,173,107$24,260,0003.03%
Private Wealth Group, LLC 162,061$3,351,0002.47%
Fermata Advisors, LLC 307,200$6,353,0002.38%
Aspire Private Capital, LLC 307,160$6,352,0002.03%
Brio Consultants, LLC 444,282$9,188,0001.96%
View complete list of SPDR SER TR shareholders