SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 255,790 | $4,632,357 | 4.11% |
| Brio Consultants, LLC | 665,055 | $12,024,198 | 2.26% |
| Aspire Private Capital, LLC | 338,694 | $6,123,592 | 2.00% |
| Treasure Coast Financial Planning | 134,627 | $2,434,056 | 1.69% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 477,661 | $8,636,112 | 1.43% |
| Paladin Advisory Group, LLC | 80,761 | $1,460,159 | 1.23% |
| Continuum Advisory, LLC | 379,154 | $6,855,109 | 1.10% |
| Capital Wealth Alliance, LLC | 66,423 | $1,200,919 | 0.90% |
| Raleigh Capital Management Inc. | 90,575 | $1,637,600 | 0.84% |
| Tradition Wealth Management, LLC | 311,154 | $5,626 | 0.67% |