SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $264,081 | -73.6% | 13,877 | -74.4% | 0.05% | -76.3% |
| Q4 2022 | $1,001,097 | +0.4% | 54,260 | -0.9% | 0.21% | +4.0% |
| Q3 2022 | $997,000 | -7.7% | 54,732 | -1.4% | 0.20% | -2.5% |
| Q2 2022 | $1,080,000 | -8.6% | 55,501 | -2.8% | 0.20% | +7.9% |
| Q1 2022 | $1,181,000 | -22.5% | 57,087 | -20.9% | 0.19% | -15.2% |
| Q4 2021 | $1,524,000 | +3.2% | 72,150 | +3.0% | 0.22% | -2.2% |
| Q3 2021 | $1,477,000 | +32.6% | 70,022 | +32.8% | 0.23% | +28.8% |
| Q2 2021 | $1,114,000 | +6.3% | 52,725 | +5.0% | 0.18% | -7.8% |
| Q1 2021 | $1,048,000 | +9.3% | 50,199 | +9.4% | 0.19% | -3.0% |
| Q4 2020 | $959,000 | +70.0% | 45,894 | +65.4% | 0.20% | +35.6% |
| Q2 2020 | $564,000 | +100.0% | 27,740 | +93.2% | 0.15% | +65.9% |
| Q1 2020 | $282,000 | – | 14,360 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brio Consultants, LLC | 785,394 | $15,366,000 | 5.76% |
| Altavista Wealth Management, Inc. | 261,454 | $5,115,000 | 1.59% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 288,324 | $5,622,000 | 1.10% |
| Pinnacle Wealth Planning Services, Inc. | 43,717 | $855,000 | 0.47% |
| Continuum Advisory, LLC | 34,480 | $674,000 | 0.45% |
| Newman Dignan & Sheerar, Inc. | 34,879 | $682,000 | 0.32% |
| RDA Financial Network | 27,109 | $530,000 | 0.23% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 70,534 | $1,380,000 | 0.13% |
| FormulaFolio Investments, LLC | 153,733 | $3,008,000 | 0.12% |
| FLOW TRADERS U.S. LLC | 82,209 | $1,608,000 | 0.11% |