SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 137 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $198,348 | +22.8% | 10,641 | +22.4% | 0.00% | – |
| Q4 2023 | $161,585 | +2.3% | 8,692 | -0.5% | 0.00% | – |
| Q3 2023 | $157,965 | +97.0% | 8,737 | +145.7% | 0.00% | – |
| Q2 2023 | $80,188 | -26.0% | 3,556 | -39.5% | 0.00% | -100.0% |
| Q4 2022 | $108,394 | -15.3% | 5,875 | -16.5% | 0.00% | 0.0% |
| Q3 2022 | $128,000 | -62.6% | 7,040 | -57.4% | 0.00% | -66.7% |
| Q1 2022 | $342,000 | +327.5% | 16,525 | +337.5% | 0.00% | +200.0% |
| Q4 2021 | $80,000 | – | 3,777 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Treasure Coast Financial Planning | 305,917 | $5,653,346 | 3.73% |
| Brio Consultants, LLC | 762,735 | $14,095,345 | 2.32% |
| Hibernia Wealth Partners, LLC | 232,681 | $4,299,966 | 1.50% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 528,995 | $9,775,833 | 1.32% |
| Aspire Private Capital, LLC | 273,772 | $5,059,302 | 1.30% |
| NAPA WEALTH MANAGEMENT | 72,734 | $1,344,124 | 0.91% |
| ST GERMAIN D J CO INC | 939,924 | $17,369,796 | 0.84% |
| Continuum Advisory, LLC | 288,937 | $5,339,554 | 0.77% |
| Retireful, LLC | 86,952 | $1,606,873 | 0.76% |
| Redwood Financial Network Corp | 38,252 | $706,903 | 0.59% |