SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 74 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,054,070 | -18.3% | 832,637 | -16.5% | 0.01% | -12.5% |
| Q2 2023 | $18,417,973 | +7.7% | 997,723 | +11.1% | 0.01% | 0.0% |
| Q1 2023 | $17,095,310 | +12.4% | 898,335 | +9.0% | 0.01% | 0.0% |
| Q4 2022 | $15,203,098 | +2.3% | 824,016 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $14,860,000 | +73.7% | 816,048 | +85.6% | 0.01% | +60.0% |
| Q2 2022 | $8,557,000 | +10.8% | 439,735 | +17.8% | 0.01% | +25.0% |
| Q1 2022 | $7,720,000 | -50.9% | 373,296 | -49.9% | 0.00% | -50.0% |
| Q4 2021 | $15,728,000 | +25.2% | 744,679 | +25.1% | 0.01% | +14.3% |
| Q3 2021 | $12,560,000 | – | 595,260 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 496,168 | $10,372,000 | 4.72% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 611,823 | $12,790,000 | 2.59% |
| Altavista Wealth Management, Inc. | 473,583 | $9,900,000 | 2.51% |
| Brio Consultants, LLC | 342,188 | $7,153,000 | 2.31% |
| Clear Perspectives Financial Planning, LLC | 41,275 | $863,000 | 0.55% |
| Newman Dignan & Sheerar, Inc. | 89,100 | $1,863,000 | 0.30% |
| Pinnacle Wealth Planning Services, Inc. | 59,265 | $1,219,000 | 0.29% |
| V Wealth Advisors LLC | 45,894 | $959,000 | 0.20% |
| CreativeOne Wealth, LLC | 110,092 | $2,301,000 | 0.19% |
| Mutual Advisors, LLC | 79,581 | $1,664,000 | 0.12% |