SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 98 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,922 | -12.0% | 161,624 | -10.1% | 0.01% | -8.3% |
| Q2 2023 | $3,319 | -5.5% | 179,820 | -2.6% | 0.01% | -14.3% |
| Q1 2023 | $3,514 | +106.9% | 184,642 | +100.7% | 0.01% | +100.0% |
| Q4 2022 | $1,698 | -99.8% | 92,008 | +59.4% | 0.01% | +40.0% |
| Q3 2022 | $1,051,000 | +16.8% | 57,709 | +24.9% | 0.01% | +25.0% |
| Q2 2022 | $900,000 | -56.4% | 46,199 | -53.7% | 0.00% | -55.6% |
| Q1 2022 | $2,064,000 | +49.3% | 99,797 | +52.5% | 0.01% | +80.0% |
| Q4 2021 | $1,382,000 | -1.3% | 65,447 | -1.4% | 0.01% | -16.7% |
| Q3 2021 | $1,400,000 | – | 66,357 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIGNET FINANCIAL MANAGEMENT, LLC | 783,324 | $16,556,000 | 5.67% |
| Continuum Advisory, LLC | 777,443 | $16,431,000 | 5.11% |
| Clear Perspectives Financial Planning, LLC | 361,497 | $7,640,000 | 3.69% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 177,015 | $3,804,000 | 3.09% |
| Altavista Wealth Management, Inc. | 581,520 | $12,290,000 | 2.68% |
| Brio Consultants, LLC | 386,036 | $8,159,000 | 2.08% |
| Newman Dignan & Sheerar, Inc. | 138,928 | $2,936,000 | 0.99% |
| Pallas Capital Advisors LLC | 288,423 | $6,146,000 | 0.86% |
| Pinnacle Wealth Planning Services, Inc. | 103,750 | $2,173,000 | 0.50% |
| WBI INVESTMENTS, LLC | 154,531 | $3,266,000 | 0.50% |