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 | $185,376 | -8.8% | 10,253 | -6.9% | 0.03% | +10.7% |
| Q2 2023 | $203,361 | -3.0% | 11,016 | -0.0% | 0.03% | -26.3% |
| Q1 2023 | $209,688 | -17.9% | 11,019 | -20.4% | 0.04% | -28.3% |
| Q4 2022 | $255,448 | -8.8% | 13,845 | -3.7% | 0.05% | -5.4% |
| Q2 2022 | $280,000 | -9.4% | 14,378 | -3.7% | 0.06% | -3.4% |
| Q1 2022 | $309,000 | – | 14,935 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 255,790 | $4,632,357 | 4.11% |
| Brio Consultants, LLC | 665,055 | $12,024,198 | 2.26% |
| Aspire Private Capital, LLC | 338,694 | $6,123,592 | 2.00% |
| Treasure Coast Financial Planning | 134,627 | $2,434,056 | 1.69% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 477,661 | $8,636,112 | 1.43% |
| Paladin Advisory Group, LLC | 80,761 | $1,460,159 | 1.23% |
| Continuum Advisory, LLC | 379,154 | $6,855,109 | 1.10% |
| Capital Wealth Alliance, LLC | 66,423 | $1,200,919 | 0.90% |
| Raleigh Capital Management Inc. | 90,575 | $1,637,600 | 0.84% |
| Tradition Wealth Management, LLC | 311,154 | $5,626 | 0.67% |