SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 150 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,373 | -1.5% | 128,412 | -0.7% | 0.03% | -6.5% |
| Q1 2024 | $2,410 | -10.7% | 129,291 | -10.9% | 0.03% | -16.2% |
| Q4 2023 | $2,699 | -9.9% | 145,172 | -12.4% | 0.04% | -19.6% |
| Q3 2023 | $2,996 | +4.5% | 165,682 | +6.7% | 0.05% | +2.2% |
| Q2 2023 | $2,867 | -1.9% | 155,320 | +1.1% | 0.04% | -10.0% |
| Q1 2023 | $2,923 | -99.9% | 153,586 | +8.5% | 0.05% | +8.7% |
| Q4 2022 | $2,612,000 | -99.9% | 141,555 | +1.9% | 0.05% | -8.0% |
| Q3 2022 | $2,531,000,000 | +98305.9% | 138,971 | +5.1% | 0.05% | 0.0% |
| Q2 2022 | $2,572,000 | -1.2% | 132,192 | +5.1% | 0.05% | +8.7% |
| Q1 2022 | $2,602,000 | – | 125,834 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 305,917 | $5,653,346 | 3.73% |
| Brio Consultants, LLC | 762,735 | $14,095,345 | 2.32% |
| Hibernia Wealth Partners, LLC | 232,681 | $4,299,966 | 1.50% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 528,995 | $9,775,833 | 1.32% |
| Aspire Private Capital, LLC | 273,772 | $5,059,302 | 1.30% |
| NAPA WEALTH MANAGEMENT | 72,734 | $1,344,124 | 0.91% |
| ST GERMAIN D J CO INC | 939,924 | $17,369,796 | 0.84% |
| Continuum Advisory, LLC | 288,937 | $5,339,554 | 0.77% |
| Retireful, LLC | 86,952 | $1,606,873 | 0.76% |
| Redwood Financial Network Corp | 38,252 | $706,903 | 0.59% |