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 ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 586,139 | $11,405,000 | 9.34% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 357,105 | $6,949,000 | 6.04% |
| Continuum Advisory, LLC | 1,229,249 | $23,921,000 | 4.35% |
| Capital Analysts, LLC | 2,775,643 | $54,014,000 | 3.76% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 932,170 | $18,140,000 | 3.45% |
| Good Life Advisors, LLC | 1,115,895 | $21,715,000 | 3.02% |
| Brio Consultants, LLC | 533,509 | $10,377,000 | 2.36% |
| Aspire Private Capital, LLC | 314,709 | $6,124,000 | 2.19% |
| Fermata Advisors, LLC | 304,538 | $5,926,000 | 2.07% |
| Leeward Financial Partners, LLC | 127,594 | $2,483,000 | 1.70% |