SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 3 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,083 | -13.7% | 11,509 | -11.8% | 0.00% | 0.0% |
| Q2 2023 | $241,014 | -12.0% | 13,056 | -9.3% | 0.00% | -25.0% |
| Q1 2023 | $274,032 | -42.2% | 14,400 | -44.0% | 0.00% | -50.0% |
| Q4 2022 | $474,147 | -58.5% | 25,699 | -59.0% | 0.01% | -63.6% |
| Q3 2022 | $1,142,000 | +50.5% | 62,712 | +60.8% | 0.02% | +57.1% |
| Q2 2022 | $759,000 | +11.1% | 38,994 | +18.1% | 0.01% | +27.3% |
| Q1 2022 | $683,000 | – | 33,024 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 255,790 | $4,632,357 | 4.11% |
| Brio Consultants, LLC | 665,055 | $12,024,198 | 2.26% |
| Aspire Private Capital, LLC | 338,694 | $6,123,592 | 2.00% |
| Treasure Coast Financial Planning | 134,627 | $2,434,056 | 1.69% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 477,661 | $8,636,112 | 1.43% |
| Paladin Advisory Group, LLC | 80,761 | $1,460,159 | 1.23% |
| Continuum Advisory, LLC | 379,154 | $6,855,109 | 1.10% |
| Capital Wealth Alliance, LLC | 66,423 | $1,200,919 | 0.90% |
| Raleigh Capital Management Inc. | 90,575 | $1,637,600 | 0.84% |
| Tradition Wealth Management, LLC | 311,154 | $5,626 | 0.67% |