SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,946,882 | -13.4% | 273,611 | -11.6% | 0.04% | -12.0% |
| Q2 2023 | $5,711,456 | -4.5% | 309,396 | -1.6% | 0.05% | -12.3% |
| Q1 2023 | $5,981,959 | +84129.2% | 314,343 | -18.3% | 0.06% | – |
| Q4 2022 | $7,102 | -99.9% | 384,919 | +26.9% | 0.00% | -100.0% |
| Q3 2022 | $5,523,000 | +37.6% | 303,317 | +47.0% | 0.06% | +75.0% |
| Q2 2022 | $4,015,000 | +21.8% | 206,320 | +29.4% | 0.04% | +44.0% |
| Q1 2022 | $3,297,000 | -31.2% | 159,452 | -29.7% | 0.02% | -30.6% |
| Q4 2021 | $4,789,000 | -9.7% | 226,719 | -9.8% | 0.04% | +5.9% |
| Q3 2021 | $5,303,000 | +149.7% | 251,300 | +150.1% | 0.03% | +78.9% |
| Q2 2021 | $2,124,000 | +13.0% | 100,475 | +11.6% | 0.02% | +5.6% |
| Q1 2021 | $1,879,000 | +97.4% | 90,037 | +97.7% | 0.02% | +80.0% |
| Q4 2020 | $952,000 | +120.4% | 45,550 | +118.4% | 0.01% | +66.7% |
| Q3 2020 | $432,000 | +1863.6% | 20,853 | +1792.3% | 0.01% | – |
| Q2 2020 | $22,000 | – | 1,102 | – | 0.00% | – |
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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% |