Fermata Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 550,877$10,031,00034.93%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 338,541$6,165,0005.81%
Continuum Advisory, LLC 1,303,547$23,738,0004.19%
SIGNET FINANCIAL MANAGEMENT, LLC 1,020,410$18,582,0003.64%
Capital Analysts, LLC 2,849,907$51,897,0003.58%
Good Life Advisors, LLC 1,251,469$22,789,0003.36%
Shorepoint Capital Partners LLC 309,135$5,629,0002.69%
Aspire Private Capital, LLC 328,143$5,975,0002.27%
Brio Consultants, LLC 572,480$10,522,0002.22%
Fermata Advisors, LLC 339,318$6,179,0002.01%
View complete list of SPDR SER TR shareholders