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 | 490,533 | $10,144,000 | 7.13% |
| ODonnell Financial Services, LLC | 610,000 | $12,615,000 | 5.74% |
| Continuum Advisory, LLC | 1,194,362 | $24,293,000 | 4.61% |
| Capital Analysts, LLC | 2,730,870 | $56,474,000 | 3.58% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 892,532 | $18,458,000 | 3.09% |
| Good Life Advisors, LLC | 1,173,107 | $24,260,000 | 3.03% |
| Private Wealth Group, LLC | 162,061 | $3,351,000 | 2.47% |
| Fermata Advisors, LLC | 307,200 | $6,353,000 | 2.38% |
| Aspire Private Capital, LLC | 307,160 | $6,352,000 | 2.03% |
| Brio Consultants, LLC | 444,282 | $9,188,000 | 1.96% |