SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 137 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,605 | -2.3% | 1,216 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,141 | +3.1% | 1,216 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $22,435 | +2143.5% | 1,216 | +4576.9% | 0.00% | – |
| Q2 2021 | $1,000 | -99.5% | 26 | -99.8% | 0.00% | -100.0% |
| Q3 2019 | $205,000 | 0.0% | 10,480 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $205,000 | +272.7% | 10,480 | +271.0% | 0.01% | +225.0% |
| Q1 2019 | $55,000 | – | 2,825 | – | 0.00% | – |
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% |