Fermata Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 137 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 2022
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