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 | $1,678,739 | -1.7% | 92,851 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $1,707,020 | -0.0% | 92,471 | +3.0% | 0.01% | -9.1% |
| Q1 2023 | $1,707,791 | +4.9% | 89,742 | +1.7% | 0.01% | -8.3% |
| Q4 2022 | $1,628,172 | +10.4% | 88,248 | +8.9% | 0.01% | 0.0% |
| Q3 2022 | $1,475,000 | -9.0% | 80,999 | -2.7% | 0.01% | -7.7% |
| Q2 2022 | $1,621,000 | +15.8% | 83,284 | +23.1% | 0.01% | +30.0% |
| Q1 2022 | $1,400,000 | -18.6% | 67,681 | -16.9% | 0.01% | -28.6% |
| Q3 2021 | $1,719,000 | – | 81,489 | – | 0.01% | – |
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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% |