PCG Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 123 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$428,902
-15.6%
22,538
-18.1%
0.27%
-15.6%
Q4 2022$507,896
-44.9%
27,528
-45.8%
0.32%
-2.4%
Q3 2022$922,000
+88.5%
50,766
+102.2%
0.33%
-5.7%
Q2 2022$489,000
+0.6%
25,107
+6.8%
0.35%
+12.9%
Q1 2022$486,000
+5.7%
23,516
+7.6%
0.31%
-3.4%
Q4 2021$460,00021,8560.32%
Other shareholders
SPDR SER TR shareholders Q1 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