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 | $317,729 | -18.5% | 17,574 | -16.7% | 0.01% | -14.3% |
| Q2 2023 | $389,668 | +99052.2% | 21,109 | +2.3% | 0.01% | -12.5% |
| Q1 2023 | $393 | +8.6% | 20,636 | +5.3% | 0.01% | -20.0% |
| Q4 2022 | $362 | -99.9% | 19,598 | +34.7% | 0.01% | +25.0% |
| Q3 2022 | $265,000 | +35.9% | 14,548 | +45.4% | 0.01% | +33.3% |
| Q2 2022 | $195,000 | -80.2% | 10,008 | -79.0% | 0.01% | -80.0% |
| Q1 2022 | $986,000 | +13.2% | 47,665 | +15.6% | 0.03% | +15.4% |
| Q4 2021 | $871,000 | +21.3% | 41,249 | +21.2% | 0.03% | +13.0% |
| Q3 2021 | $718,000 | – | 34,040 | – | 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% |