SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| SIGNET FINANCIAL MANAGEMENT, LLC | 783,324 | $16,556,000 | 5.67% |
| Continuum Advisory, LLC | 777,443 | $16,431,000 | 5.11% |
| Clear Perspectives Financial Planning, LLC | 361,497 | $7,640,000 | 3.69% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 177,015 | $3,804,000 | 3.09% |
| Altavista Wealth Management, Inc. | 581,520 | $12,290,000 | 2.68% |
| Brio Consultants, LLC | 386,036 | $8,159,000 | 2.08% |
| Newman Dignan & Sheerar, Inc. | 138,928 | $2,936,000 | 0.99% |
| Pallas Capital Advisors LLC | 288,423 | $6,146,000 | 0.86% |
| Pinnacle Wealth Planning Services, Inc. | 103,750 | $2,173,000 | 0.50% |
| WBI INVESTMENTS, LLC | 154,531 | $3,266,000 | 0.50% |