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 | $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 ↓ |
|---|---|---|---|
| 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% |