SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 139 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,508,949 | -2.9% | 135,766 | -2.1% | 0.00% | 0.0% |
| Q1 2024 | $2,583,733 | -7.4% | 138,612 | -7.7% | 0.00% | 0.0% |
| Q4 2023 | $2,790,885 | -35.6% | 150,128 | -37.4% | 0.00% | -50.0% |
| Q3 2023 | $4,335,721 | -7.7% | 239,808 | -5.7% | 0.00% | 0.0% |
| Q2 2023 | $4,695,524 | -19.2% | 254,362 | -16.7% | 0.00% | -20.0% |
| Q1 2023 | $5,811,980 | -6.9% | 305,411 | -9.7% | 0.01% | -16.7% |
| Q4 2022 | $6,241,956 | -16.4% | 338,317 | -17.4% | 0.01% | -25.0% |
| Q3 2022 | $7,462,000 | -13.9% | 409,767 | -8.0% | 0.01% | 0.0% |
| Q2 2022 | $8,668,000 | -28.6% | 445,437 | -24.1% | 0.01% | -20.0% |
| Q1 2022 | $12,134,000 | -51.4% | 586,753 | -50.4% | 0.01% | -50.0% |
| Q4 2021 | $24,982,000 | +22.8% | 1,182,846 | +22.7% | 0.02% | +11.1% |
| Q3 2021 | $20,340,000 | +245.0% | 963,985 | +245.6% | 0.02% | +260.0% |
| Q2 2021 | $5,895,000 | +263.2% | 278,904 | +258.6% | 0.01% | +150.0% |
| Q1 2021 | $1,623,000 | +59.6% | 77,775 | +59.8% | 0.00% | +100.0% |
| Q4 2020 | $1,017,000 | – | 48,656 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 708,828 | $14,885,000 | 6.20% |
| Clear Perspectives Financial Planning, LLC | 343,140 | $7,161,000 | 4.15% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 715,044 | $14,923,000 | 2.80% |
| Altavista Wealth Management, Inc. | 492,990 | $10,289,000 | 2.51% |
| Brio Consultants, LLC | 354,341 | $7,395,000 | 2.18% |
| Pallas Capital Advisors LLC | 240,303 | $5,106,000 | 1.14% |
| Newman Dignan & Sheerar, Inc. | 135,282 | $2,823,000 | 1.02% |
| Pinnacle Wealth Planning Services, Inc. | 98,185 | $2,029,000 | 0.52% |
| V Wealth Advisors LLC | 50,199 | $1,048,000 | 0.19% |
| FormulaFolio Investments, LLC | 27,500 | $583,000 | 0.19% |