Fermata Advisors, 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
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 Q4 2021
NameSharesValueWeighting ↓
SIGNET FINANCIAL MANAGEMENT, LLC 783,324$16,556,0005.67%
Continuum Advisory, LLC 777,443$16,431,0005.11%
Clear Perspectives Financial Planning, LLC 361,497$7,640,0003.69%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 177,015$3,804,0003.09%
Altavista Wealth Management, Inc. 581,520$12,290,0002.68%
Brio Consultants, LLC 386,036$8,159,0002.08%
Newman Dignan & Sheerar, Inc. 138,928$2,936,0000.99%
Pallas Capital Advisors LLC 288,423$6,146,0000.86%
Pinnacle Wealth Planning Services, Inc. 103,750$2,173,0000.50%
WBI INVESTMENTS, LLC 154,531$3,266,0000.50%
View complete list of SPDR SER TR shareholders