L.M. KOHN & COMPANY - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
L.M. KOHN & COMPANY ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$242,597
-2.7%
13,418
-0.7%
0.09%
-5.3%
Q2 2023$249,321
-7.9%
13,506
-5.1%
0.09%
-16.1%
Q1 2023$270,778
-32.8%
14,229
-34.9%
0.11%
-40.7%
Q4 2022$402,966
-5.8%
21,841
-7.0%
0.19%
-10.0%
Q3 2022$428,000
-4.7%
23,489
+1.9%
0.21%0.0%
Q2 2022$449,000
-8.4%
23,058
-2.5%
0.21%
+11.1%
Q1 2022$490,00023,6470.19%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Continuum Advisory, LLC 496,168$10,372,0004.72%
SIGNET FINANCIAL MANAGEMENT, LLC 611,823$12,790,0002.59%
Altavista Wealth Management, Inc. 473,583$9,900,0002.51%
Brio Consultants, LLC 342,188$7,153,0002.31%
Clear Perspectives Financial Planning, LLC 41,275$863,0000.55%
Newman Dignan & Sheerar, Inc. 89,100$1,863,0000.30%
Pinnacle Wealth Planning Services, Inc. 59,265$1,219,0000.29%
V Wealth Advisors LLC 45,894$959,0000.20%
CreativeOne Wealth, LLC 110,092$2,301,0000.19%
Mutual Advisors, LLC 79,581$1,664,0000.12%
View complete list of SPDR SER TR shareholders