SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 133 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,025 | +7.5% | 12,612 | +9.7% | 0.00% | +50.0% |
| Q2 2023 | $212,172 | +35.9% | 11,494 | +40.1% | 0.00% | 0.0% |
| Q1 2023 | $156,128 | +2033.2% | 8,204 | +16.2% | 0.00% | – |
| Q4 2022 | $7,319 | -96.6% | 7,059 | -32.2% | 0.00% | -100.0% |
| Q1 2022 | $215,000 | -93.0% | 10,411 | -92.9% | 0.00% | -97.2% |
| Q3 2020 | $3,057,000 | +38.1% | 147,491 | +35.4% | 0.11% | +21.8% |
| Q2 2020 | $2,214,000 | +199.6% | 108,907 | +189.3% | 0.09% | +141.7% |
| Q1 2020 | $739,000 | – | 37,651 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 496,168 | $10,372,000 | 4.72% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 611,823 | $12,790,000 | 2.59% |
| Altavista Wealth Management, Inc. | 473,583 | $9,900,000 | 2.51% |
| Brio Consultants, LLC | 342,188 | $7,153,000 | 2.31% |
| Clear Perspectives Financial Planning, LLC | 41,275 | $863,000 | 0.55% |
| Newman Dignan & Sheerar, Inc. | 89,100 | $1,863,000 | 0.30% |
| Pinnacle Wealth Planning Services, Inc. | 59,265 | $1,219,000 | 0.29% |
| V Wealth Advisors LLC | 45,894 | $959,000 | 0.20% |
| CreativeOne Wealth, LLC | 110,092 | $2,301,000 | 0.19% |
| Mutual Advisors, LLC | 79,581 | $1,664,000 | 0.12% |