SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 75 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $237,000 | 0.0% | 11,199 | -0.1% | 0.03% | -6.7% |
| Q3 2021 | $237,000 | 0.0% | 11,213 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $237,000 | -2.5% | 11,213 | -3.7% | 0.03% | -13.9% |
| Q1 2021 | $243,000 | -54.3% | 11,646 | -54.3% | 0.04% | -57.1% |
| Q4 2020 | $532,000 | -30.5% | 25,471 | -30.9% | 0.08% | -37.3% |
| Q3 2020 | $765,000 | +23.4% | 36,884 | +21.0% | 0.13% | +15.5% |
| Q2 2020 | $620,000 | +34.2% | 30,480 | +29.5% | 0.12% | +17.2% |
| Q1 2020 | $462,000 | – | 23,537 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 708,828 | $14,885,000 | 6.20% |
| Clear Perspectives Financial Planning, LLC | 343,140 | $7,161,000 | 4.15% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 715,044 | $14,923,000 | 2.80% |
| Altavista Wealth Management, Inc. | 492,990 | $10,289,000 | 2.51% |
| Brio Consultants, LLC | 354,341 | $7,395,000 | 2.18% |
| Pallas Capital Advisors LLC | 240,303 | $5,106,000 | 1.14% |
| Newman Dignan & Sheerar, Inc. | 135,282 | $2,823,000 | 1.02% |
| Pinnacle Wealth Planning Services, Inc. | 98,185 | $2,029,000 | 0.52% |
| V Wealth Advisors LLC | 50,199 | $1,048,000 | 0.19% |
| FormulaFolio Investments, LLC | 27,500 | $583,000 | 0.19% |