Balboa Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Balboa Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$371,056
+0.5%
20,523
+2.6%
0.14%
+7.8%
Q2 2023$369,311
+15.5%
20,006
+19.0%
0.13%
+6.6%
Q1 2023$319,875
-13.0%
16,809
-15.6%
0.12%
-27.1%
Q4 2022$367,57919,9230.17%
Other shareholders
SPDR SER TR shareholders Q4 2023
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