SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 135 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $152,848 | -3.3% | 8,271 | -2.5% | 0.05% | -5.3% |
Q1 2024 | $158,086 | -9.5% | 8,481 | -9.8% | 0.06% | -10.9% |
Q4 2023 | $174,746 | +40.3% | 9,400 | +36.4% | 0.06% | +20.8% |
Q3 2023 | $124,554 | +151.3% | 6,889 | +156.6% | 0.05% | +165.0% |
Q2 2023 | $49,568 | -80.1% | 2,685 | -78.5% | 0.02% | -82.6% |
Q1 2022 | $249,000 | -22.4% | 12,482 | -20.0% | 0.12% | -17.9% |
Q4 2021 | $321,000 | -9.8% | 15,608 | -6.6% | 0.14% | -11.9% |
Q3 2021 | $356,000 | 0.0% | 16,710 | -0.7% | 0.16% | 0.0% |
Q2 2021 | $356,000 | – | 16,834 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Continuum Advisory, LLC | 708,828 | $14,885,000 | 6.20% |
Clear Perspectives Financial Planning, LLC | 343,140 | $7,161,000 | 4.15% |
SIGNET FINANCIAL MANAGEMENT, LLC | 715,044 | $14,923,000 | 2.80% |
Altavista Wealth Management, Inc. | 492,990 | $10,289,000 | 2.51% |
Brio Consultants, LLC | 354,341 | $7,395,000 | 2.18% |
Pallas Capital Advisors LLC | 240,303 | $5,106,000 | 1.14% |
Newman Dignan & Sheerar, Inc. | 135,282 | $2,823,000 | 1.02% |
Pinnacle Wealth Planning Services, Inc. | 98,185 | $2,029,000 | 0.52% |
V Wealth Advisors LLC | 50,199 | $1,048,000 | 0.19% |
FormulaFolio Investments, LLC | 27,500 | $583,000 | 0.19% |