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 | $933,369 | +25.5% | 50,507 | +26.6% | 0.00% | 0.0% |
| Q1 2024 | $743,885 | -29.8% | 39,908 | -30.0% | 0.00% | -50.0% |
| Q4 2023 | $1,060,336 | -59.1% | 57,038 | -60.2% | 0.00% | -60.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 708,828 | $14,885,000 | 6.20% |
| Clear Perspectives Financial Planning, LLC | 343,140 | $7,161,000 | 4.15% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 715,044 | $14,923,000 | 2.80% |
| Altavista Wealth Management, Inc. | 492,990 | $10,289,000 | 2.51% |
| Brio Consultants, LLC | 354,341 | $7,395,000 | 2.18% |
| Pallas Capital Advisors LLC | 240,303 | $5,106,000 | 1.14% |
| Newman Dignan & Sheerar, Inc. | 135,282 | $2,823,000 | 1.02% |
| Pinnacle Wealth Planning Services, Inc. | 98,185 | $2,029,000 | 0.52% |
| V Wealth Advisors LLC | 50,199 | $1,048,000 | 0.19% |
| FormulaFolio Investments, LLC | 27,500 | $583,000 | 0.19% |