SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 123 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,593,107 | +27.3% | 143,424 | +30.0% | 0.01% | +25.0% |
| Q2 2023 | $2,036,320 | -21.5% | 110,310 | -19.0% | 0.00% | -20.0% |
| Q1 2023 | $2,592,704 | -60.3% | 136,243 | -61.5% | 0.01% | -61.5% |
| Q4 2022 | $6,537,149 | -0.7% | 354,317 | -2.0% | 0.01% | -13.3% |
| Q3 2022 | $6,581,000 | -5.7% | 361,408 | +0.7% | 0.02% | 0.0% |
| Q2 2022 | $6,982,000 | -45.6% | 358,767 | -42.2% | 0.02% | -37.5% |
| Q1 2022 | $12,836,000 | +99.1% | 620,708 | +103.4% | 0.02% | +100.0% |
| Q4 2021 | $6,446,000 | – | 305,192 | – | 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% |