SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,934,949 | -29.7% | 107,022 | -28.2% | 0.02% | -46.7% |
| Q2 2023 | $2,752,846 | -17.1% | 149,126 | -14.6% | 0.04% | -21.1% |
| Q1 2023 | $3,321,614 | -24.9% | 174,547 | -27.2% | 0.06% | -33.7% |
| Q4 2022 | $4,425,697 | -45.8% | 239,876 | -46.5% | 0.09% | -53.0% |
| Q3 2022 | $8,159,000 | -18.9% | 448,310 | -13.3% | 0.18% | -13.7% |
| Q2 2022 | $10,058,000 | -8.4% | 516,811 | -2.7% | 0.21% | +40.4% |
| Q1 2022 | $10,986,000 | – | 531,243 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 550,877 | $10,031,000 | 34.93% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 338,541 | $6,165,000 | 5.81% |
| Continuum Advisory, LLC | 1,303,547 | $23,738,000 | 4.19% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1,020,410 | $18,582,000 | 3.64% |
| Capital Analysts, LLC | 2,849,907 | $51,897,000 | 3.58% |
| Good Life Advisors, LLC | 1,251,469 | $22,789,000 | 3.36% |
| Shorepoint Capital Partners LLC | 309,135 | $5,629,000 | 2.69% |
| Aspire Private Capital, LLC | 328,143 | $5,975,000 | 2.27% |
| Brio Consultants, LLC | 572,480 | $10,522,000 | 2.22% |
| Fermata Advisors, LLC | 339,318 | $6,179,000 | 2.01% |