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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $202,689 | +0.3% | 10,986 | -0.9% | 0.01% | -16.7% |
| Q3 2022 | $202,000 | -31.3% | 11,091 | -22.1% | 0.01% | -33.3% |
| Q1 2022 | $294,000 | -20.5% | 14,233 | -18.8% | 0.02% | -18.2% |
| Q4 2021 | $370,000 | +22.1% | 17,535 | +22.1% | 0.02% | +10.0% |
| Q3 2021 | $303,000 | +19.8% | 14,361 | +20.1% | 0.02% | +17.6% |
| Q2 2021 | $253,000 | +3.7% | 11,957 | +2.4% | 0.02% | -5.6% |
| Q1 2021 | $244,000 | – | 11,675 | – | 0.02% | – |
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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% |