FINANCIAL MANAGEMENT CONCEPTS CORP /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 99 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$4,950,000
+19.9%
234,147
+19.7%
3.61%
+9.7%
Q3 2021$4,127,000
+8.5%
195,586
+10.5%
3.29%
+6.5%
Q2 2021$3,804,000177,0153.09%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Continuum Advisory, LLC 708,828$14,885,0006.20%
Clear Perspectives Financial Planning, LLC 343,140$7,161,0004.15%
SIGNET FINANCIAL MANAGEMENT, LLC 715,044$14,923,0002.80%
Altavista Wealth Management, Inc. 492,990$10,289,0002.51%
Brio Consultants, LLC 354,341$7,395,0002.18%
Pallas Capital Advisors LLC 240,303$5,106,0001.14%
Newman Dignan & Sheerar, Inc. 135,282$2,823,0001.02%
Pinnacle Wealth Planning Services, Inc. 98,185$2,029,0000.52%
V Wealth Advisors LLC 50,199$1,048,0000.19%
FormulaFolio Investments, LLC 27,500$583,0000.19%
View complete list of SPDR SER TR shareholders