SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,881 | +15.7% | 37,659 | +18.1% | 0.06% | +16.0% |
| Q2 2023 | $588,524 | -5.4% | 31,881 | -2.5% | 0.05% | -13.8% |
| Q1 2023 | $622,061 | -22.4% | 32,688 | -24.7% | 0.06% | -29.3% |
| Q4 2022 | $801,397 | -51.0% | 43,436 | -51.5% | 0.08% | -12.8% |
| Q3 2022 | $1,634,000 | -3.4% | 89,645 | +3.1% | 0.09% | -3.1% |
| Q2 2022 | $1,692,000 | +11.8% | 86,986 | +18.8% | 0.10% | +32.9% |
| Q1 2022 | $1,514,000 | +89.5% | 73,209 | +93.3% | 0.07% | -7.6% |
| Q4 2021 | $799,000 | +22.7% | 37,872 | +22.8% | 0.08% | +17.9% |
| Q2 2021 | $651,000 | +1.1% | 30,839 | 0.0% | 0.07% | -23.0% |
| Q1 2021 | $644,000 | +151.6% | 30,839 | +151.9% | 0.09% | +128.9% |
| Q4 2020 | $256,000 | -73.9% | 12,241 | -74.1% | 0.04% | -76.2% |
| Q3 2020 | $981,000 | +294.0% | 47,321 | +286.6% | 0.16% | +255.6% |
| Q2 2020 | $249,000 | – | 12,241 | – | 0.04% | – |
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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% |