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 | $3,315 | +9.9% | 183,357 | +12.2% | 0.02% | +7.1% |
| Q2 2023 | $3,016 | +3.0% | 163,363 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $2,929 | +11.3% | 153,928 | +7.9% | 0.01% | 0.0% |
| Q4 2022 | $2,632 | -99.9% | 142,641 | -42.3% | 0.01% | -44.0% |
| Q3 2022 | $4,499,000 | +74.7% | 247,077 | +86.7% | 0.02% | +78.6% |
| Q2 2022 | $2,575,000 | +6.5% | 132,311 | +13.2% | 0.01% | +27.3% |
| Q1 2022 | $2,418,000 | +106.0% | 116,930 | +110.3% | 0.01% | +120.0% |
| Q4 2021 | $1,174,000 | +61.5% | 55,589 | +61.4% | 0.01% | +25.0% |
| Q3 2021 | $727,000 | +84.1% | 34,448 | +84.5% | 0.00% | +100.0% |
| Q2 2021 | $395,000 | – | 18,669 | – | 0.00% | – |
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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% |