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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,655 | -4.8% | 13,919 | -2.8% | 0.04% | -6.7% |
| Q2 2023 | $264,385 | -8.1% | 14,322 | -8.1% | 0.04% | -21.1% |
| Q4 2022 | $287,580 | -24.1% | 15,587 | -25.1% | 0.06% | -26.0% |
| Q3 2022 | $379,000 | -6.4% | 20,820 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $405,000 | -5.6% | 20,820 | +0.3% | 0.08% | +9.6% |
| Q1 2022 | $429,000 | -5.7% | 20,766 | -3.6% | 0.07% | -2.7% |
| Q4 2021 | $455,000 | – | 21,545 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 490,533 | $10,144,000 | 7.13% |
| ODonnell Financial Services, LLC | 610,000 | $12,615,000 | 5.74% |
| Continuum Advisory, LLC | 1,194,362 | $24,293,000 | 4.61% |
| Capital Analysts, LLC | 2,730,870 | $56,474,000 | 3.58% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 892,532 | $18,458,000 | 3.09% |
| Good Life Advisors, LLC | 1,173,107 | $24,260,000 | 3.03% |
| Private Wealth Group, LLC | 162,061 | $3,351,000 | 2.47% |
| Fermata Advisors, LLC | 307,200 | $6,353,000 | 2.38% |
| Aspire Private Capital, LLC | 307,160 | $6,352,000 | 2.03% |
| Brio Consultants, LLC | 444,282 | $9,188,000 | 1.96% |