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 | $5,626 | -5.0% | 311,154 | -3.0% | 0.67% | -3.2% |
| Q2 2023 | $5,923 | -10.9% | 320,871 | -8.1% | 0.69% | -16.3% |
| Q1 2023 | $6,647 | +7.5% | 349,298 | +4.2% | 0.83% | -5.3% |
| Q4 2022 | $6,184 | -99.9% | 335,182 | +9.9% | 0.87% | +4.7% |
| Q3 2022 | $5,554,000 | +3.2% | 304,976 | +10.3% | 0.83% | +6.6% |
| Q2 2022 | $5,382,000 | +50.5% | 276,569 | +59.9% | 0.78% | +71.5% |
| Q1 2022 | $3,577,000 | +2163.9% | 172,991 | +2206.5% | 0.46% | +2180.0% |
| Q4 2021 | $158,000 | – | 7,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 496,168 | $10,372,000 | 4.72% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 611,823 | $12,790,000 | 2.59% |
| Altavista Wealth Management, Inc. | 473,583 | $9,900,000 | 2.51% |
| Brio Consultants, LLC | 342,188 | $7,153,000 | 2.31% |
| Clear Perspectives Financial Planning, LLC | 41,275 | $863,000 | 0.55% |
| Newman Dignan & Sheerar, Inc. | 89,100 | $1,863,000 | 0.30% |
| Pinnacle Wealth Planning Services, Inc. | 59,265 | $1,219,000 | 0.29% |
| V Wealth Advisors LLC | 45,894 | $959,000 | 0.20% |
| CreativeOne Wealth, LLC | 110,092 | $2,301,000 | 0.19% |
| Mutual Advisors, LLC | 79,581 | $1,664,000 | 0.12% |