SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 98 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $277,917 | +4.1% | 15,170 | +7.5% | 0.10% | -3.8% |
| Q1 2023 | $266,979 | -12.2% | 14,111 | -14.5% | 0.11% | -38.0% |
| Q3 2022 | $304,000 | -7.0% | 16,512 | -0.2% | 0.17% | -1.2% |
| Q2 2022 | $327,000 | -6.3% | 16,540 | -5.4% | 0.17% | -11.3% |
| Q1 2022 | $349,000 | -1.4% | 17,477 | +1.5% | 0.20% | -41.3% |
| Q4 2021 | $354,000 | – | 17,214 | – | 0.33% | – |
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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% |