Fermata Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 74 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$301,076
-51.2%
15,821
-52.6%
0.18%
-0.5%
Q4 2022$616,398
-90.0%
33,405
-90.2%
0.18%
-90.9%
Q3 2022$6,179,000
+4.3%
339,318
+11.4%
2.01%
-2.7%
Q2 2022$5,926,000
-6.7%
304,538
-0.9%
2.07%
-13.3%
Q1 2022$6,353,000
+6.6%
307,200
+8.9%
2.38%
+9.2%
Q4 2021$5,959,000
+23.8%
282,122
+23.6%
2.18%
+2.6%
Q3 2021$4,815,000228,1742.13%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 255,790$4,632,3574.11%
Brio Consultants, LLC 665,055$12,024,1982.26%
Aspire Private Capital, LLC 338,694$6,123,5922.00%
Treasure Coast Financial Planning 134,627$2,434,0561.69%
SIGNET FINANCIAL MANAGEMENT, LLC 477,661$8,636,1121.43%
Paladin Advisory Group, LLC 80,761$1,460,1591.23%
Continuum Advisory, LLC 379,154$6,855,1091.10%
Capital Wealth Alliance, LLC 66,423$1,200,9190.90%
Raleigh Capital Management Inc. 90,575$1,637,6000.84%
Tradition Wealth Management, LLC 311,154$5,6260.67%
View complete list of SPDR SER TR shareholders