SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 140 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 550,877 | $10,031,000 | 34.93% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 338,541 | $6,165,000 | 5.81% |
| Continuum Advisory, LLC | 1,303,547 | $23,738,000 | 4.19% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1,020,410 | $18,582,000 | 3.64% |
| Capital Analysts, LLC | 2,849,907 | $51,897,000 | 3.58% |
| Good Life Advisors, LLC | 1,251,469 | $22,789,000 | 3.36% |
| Shorepoint Capital Partners LLC | 309,135 | $5,629,000 | 2.69% |
| Aspire Private Capital, LLC | 328,143 | $5,975,000 | 2.27% |
| Brio Consultants, LLC | 572,480 | $10,522,000 | 2.22% |
| Fermata Advisors, LLC | 339,318 | $6,179,000 | 2.01% |