SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 98 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,909 | -4.7% | 27,066 | -3.5% | 0.01% | +10.0% |
| Q2 2023 | $511,056 | -1.1% | 28,034 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $516,995 | -1.5% | 27,529 | -2.5% | 0.01% | -9.1% |
| Q4 2022 | $524,982 | -4.7% | 28,240 | -6.0% | 0.01% | -15.4% |
| Q3 2022 | $551,000 | -29.9% | 30,029 | -25.8% | 0.01% | -23.5% |
| Q2 2022 | $786,000 | +46.1% | 40,490 | +52.9% | 0.02% | +54.5% |
| Q1 2022 | $538,000 | -5.1% | 26,482 | -2.7% | 0.01% | +10.0% |
| Q4 2021 | $567,000 | +6.0% | 27,217 | +7.6% | 0.01% | 0.0% |
| Q3 2021 | $535,000 | -1.3% | 25,306 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $542,000 | – | 25,620 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIGNET FINANCIAL MANAGEMENT, LLC | 783,324 | $16,556,000 | 5.67% |
| Continuum Advisory, LLC | 777,443 | $16,431,000 | 5.11% |
| Clear Perspectives Financial Planning, LLC | 361,497 | $7,640,000 | 3.69% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 177,015 | $3,804,000 | 3.09% |
| Altavista Wealth Management, Inc. | 581,520 | $12,290,000 | 2.68% |
| Brio Consultants, LLC | 386,036 | $8,159,000 | 2.08% |
| Newman Dignan & Sheerar, Inc. | 138,928 | $2,936,000 | 0.99% |
| Pallas Capital Advisors LLC | 288,423 | $6,146,000 | 0.86% |
| Pinnacle Wealth Planning Services, Inc. | 103,750 | $2,173,000 | 0.50% |
| WBI INVESTMENTS, LLC | 154,531 | $3,266,000 | 0.50% |