SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $618,247 | +7.0% | 33,455 | +7.9% | 0.01% | 0.0% |
| Q1 2024 | $577,853 | -16.7% | 31,001 | -16.9% | 0.01% | -23.1% |
| Q4 2023 | $693,312 | -49.5% | 37,295 | -50.9% | 0.01% | -53.6% |
| Q3 2023 | $1,372,789 | +3.9% | 75,929 | +6.1% | 0.03% | +3.7% |
| Q2 2023 | $1,320,680 | +29.6% | 71,543 | +33.6% | 0.03% | +22.7% |
| Q1 2023 | $1,018,923 | +40.3% | 53,543 | +36.0% | 0.02% | +29.4% |
| Q4 2022 | $726,303 | +8.7% | 39,366 | +7.3% | 0.02% | +30.8% |
| Q3 2022 | $668,000 | – | 36,693 | – | 0.01% | – |
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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% |