SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 137 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579 | -64.0% | 32,032 | -62.8% | 0.04% | +5.0% |
| Q2 2023 | $1,609 | +167.7% | 86,119 | +172.9% | 0.04% | +33.3% |
| Q1 2023 | $601 | -16.6% | 31,562 | -19.2% | 0.03% | -25.0% |
| Q4 2022 | $721 | -99.9% | 39,065 | -19.4% | 0.04% | -24.5% |
| Q3 2022 | $882,000 | -0.3% | 48,452 | +6.6% | 0.05% | +10.4% |
| Q2 2022 | $885,000 | -25.6% | 45,462 | -21.0% | 0.05% | -22.6% |
| Q1 2022 | $1,190,000 | +30.2% | 57,540 | +32.9% | 0.06% | +37.8% |
| Q4 2021 | $914,000 | -60.3% | 43,281 | -60.7% | 0.04% | -76.4% |
| Q4 2020 | $2,301,000 | +40.0% | 110,092 | +38.8% | 0.19% | -16.2% |
| Q3 2020 | $1,644,000 | +76.4% | 79,325 | +72.9% | 0.23% | +57.2% |
| Q2 2020 | $932,000 | +32.8% | 45,880 | +28.3% | 0.14% | +8.2% |
| Q1 2020 | $702,000 | +36.3% | 35,768 | +36.2% | 0.13% | +54.0% |
| Q4 2019 | $515,000 | +29.4% | 26,257 | +29.0% | 0.09% | +13.0% |
| Q3 2019 | $398,000 | +61.1% | 20,362 | +61.1% | 0.08% | +48.1% |
| Q2 2019 | $247,000 | – | 12,636 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIGNET FINANCIAL MANAGEMENT, LLC | 783,324 | $16,556,000 | 5.67% |
| Continuum Advisory, LLC | 777,443 | $16,431,000 | 5.11% |
| Clear Perspectives Financial Planning, LLC | 361,497 | $7,640,000 | 3.69% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 177,015 | $3,804,000 | 3.09% |
| Altavista Wealth Management, Inc. | 581,520 | $12,290,000 | 2.68% |
| Brio Consultants, LLC | 386,036 | $8,159,000 | 2.08% |
| Newman Dignan & Sheerar, Inc. | 138,928 | $2,936,000 | 0.99% |
| Pallas Capital Advisors LLC | 288,423 | $6,146,000 | 0.86% |
| Pinnacle Wealth Planning Services, Inc. | 103,750 | $2,173,000 | 0.50% |
| WBI INVESTMENTS, LLC | 154,531 | $3,266,000 | 0.50% |